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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,639 | $176,077-94.0% | $159,455-93.3% | $167,518-93.6% |
| Participation rate | 58.3% | 84.9%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 23.43% | 331.83%-308.4pp | 263.63%-240.2pp | 478.71%-455.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,246 | $7,751-71.0% | $7,353-69.5% | $6,342-64.6% |
| Admin fee / account holder | $38 | $12,556-99.7% | $10,800-99.6% | $12,312-99.7% |