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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 | $5,348 | $176,120-97.0% | $159,487-96.6% | $167,553-96.8% |
| Participation rate | 30.0% | 85.0%-55.0pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 36.28% | 331.95%-295.7pp | 263.71%-227.4pp | 478.89%-442.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,207 | $7,752-84.4% | $7,354-83.6% | $6,343-81.0% |
| Admin fee / account holder | $25 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |