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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 | $7,212 | $171,492-95.8% | $150,734-95.2% | $198,609-96.4% |
| Participation rate | 22.2% | 81.4%-59.2pp | 78.4%-56.2pp | 82.4%-60.2pp |
| Annual return | 13.72% | 804.70%-791.0pp | 600.81%-587.1pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $175 | $6,259-97.2% | $5,610-96.9% | $6,977-97.5% |
| Admin fee / account holder | $181 | $17,628-99.0% | $14,905-98.8% | $19,030-99.0% |