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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 | $5,324 | $217,432-97.6% | $185,851-97.1% | $167,553-96.8% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.46% | 148.43%-134.0pp | 122.11%-107.6pp | 478.89%-464.4pp |
| Employer contribution / active EE | $1,419 | $5,874-75.8% | $5,168-72.5% | $4,840-70.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $76 | $19,820-99.6% | $16,245-99.5% | $12,316-99.4% |