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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 | $7,729 | $165,381-95.3% | $149,730-94.8% | $158,966-95.1% |
| Participation rate | 23.5% | 84.6%-61.0pp | 82.5%-59.0pp | 82.0%-58.4pp |
| Annual return | 35.93% | 348.29%-312.4pp | 276.70%-240.8pp | 302.95%-267.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,504 | $7,182-79.1% | $6,843-78.0% | $5,983-74.9% |
| Admin fee / account holder | $48 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |