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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 | $2,682 | $183,988-98.5% | $162,177-98.3% | $152,897-98.2% |
| Participation rate | 14.3% | 88.5%-74.2pp | 87.6%-73.3pp | 82.5%-68.2pp |
| Annual return | 19.24% | 150.79%-131.5pp | 115.60%-96.4pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $103 | $8,032-98.7% | $7,297-98.6% | $5,851-98.2% |
| Admin fee / account holder | $125 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |