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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 | $6,047 | $198,462-97.0% | $170,439-96.5% | $147,585-95.9% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 21.85% | 257.30%-235.4pp | 205.94%-184.1pp | 578.58%-556.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $953 | $5,629-83.1% | $4,939-80.7% | $5,439-82.5% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |