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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 | $8,005 | $202,326-96.0% | $172,745-95.4% | $152,870-94.8% |
| Participation rate | 55.0% | 87.1%-32.1pp | 82.6%-27.6pp | 82.4%-27.4pp |
| Annual return | 22.29% | 1029.72%-1007.4pp | 802.90%-780.6pp | 345.34%-323.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,267 | $5,948-78.7% | $5,197-75.6% | $5,850-78.3% |
| Admin fee / account holder | $285 | $17,110-98.3% | $13,954-98.0% | $11,597-97.5% |