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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 | $7,340 | $175,231-95.8% | $149,696-95.1% | $139,466-94.7% |
| Participation rate | 13.3% | 83.4%-70.1pp | 78.8%-65.4pp | 80.3%-67.0pp |
| Annual return | 16.30% | 166.77%-150.5pp | 134.46%-118.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,173 | $5,478-60.3% | $4,821-54.9% | $4,754-54.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |