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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 | $7,865 | $180,466-95.6% | $154,114-94.9% | $135,382-94.2% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | 0.11% | 888.15%-888.0pp | 735.16%-735.1pp | 519.77%-519.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,152 | $5,806-80.2% | $5,081-77.3% | $5,609-79.5% |
| Admin fee / account holder | $94 | $16,144-99.4% | $13,411-99.3% | $10,829-99.1% |