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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 | $5,960 | $159,978-96.3% | $147,041-95.9% | $145,978-95.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 23.93% | 98.36%-74.4pp | 419.21%-395.3pp | 550.52%-526.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30 | $8,429-99.6% | $8,071-99.6% | $6,690-99.6% |
| Admin fee / account holder | $14 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |