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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 | $8,948 | $165,381-94.6% | $149,730-94.0% | $158,966-94.4% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 58.78% | 348.29%-289.5pp | 276.70%-217.9pp | 302.95%-244.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,333 | $7,182-67.5% | $6,843-65.9% | $5,983-61.0% |
| Admin fee / account holder | $95 | $10,809-99.1% | $9,310-99.0% | $11,250-99.2% |