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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 | $7,767 | $157,276-95.1% | $141,177-94.5% | $152,885-94.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 87.52% | 64.33%+23.2pp | 71.40%+16.1pp | 345.39%-257.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,133 | $7,110-70.0% | $6,710-68.2% | $5,851-63.5% |
| Admin fee / account holder | $248 | $12,123-98.0% | $10,263-97.6% | $11,598-97.9% |