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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 | $3,093 | $165,381-98.1% | $149,730-97.9% | $158,966-98.1% |
| Participation rate | 23.1% | 84.6%-61.5pp | 82.5%-59.4pp | 82.0%-58.9pp |
| Annual return | 27.29% | 348.29%-321.0pp | 276.70%-249.4pp | 302.95%-275.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $294 | $7,182-95.9% | $6,843-95.7% | $5,983-95.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |