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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 | $6,413 | $111,787-94.3% | $93,681-93.2% | $145,978-95.6% |
| Participation rate | 5.6% | 74.2%-68.7pp | 68.7%-63.2pp | 80.3%-74.7pp |
| Annual return | 33.23% | 203.52%-170.3pp | 133.47%-100.2pp | 550.52%-517.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $237 | $4,918-95.2% | $4,415-94.6% | $6,690-96.5% |
| Admin fee / account holder | $18 | $10,256-99.8% | $8,290-99.8% | $13,400-99.9% |