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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 | $6,159 | $165,361-96.3% | $149,715-95.9% | $158,950-96.1% |
| Participation rate | 46.2% | 84.6%-38.4pp | 82.5%-36.3pp | 82.0%-35.8pp |
| Annual return | 23.53% | 348.24%-324.7pp | 276.66%-253.1pp | 302.91%-279.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,153 | $7,182-83.9% | $6,842-83.1% | $5,983-80.7% |
| Admin fee / account holder | $225 | $10,808-97.9% | $9,310-97.6% | $11,248-98.0% |