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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 | $5,938 | $166,268-96.4% | $165,100-96.4% | $145,897-95.9% |
| Participation rate | 7.7% | 82.0%-74.3pp | 78.6%-70.9pp | 80.3%-72.6pp |
| Annual return | 17.90% | 100.52%-82.6pp | 70.21%-52.3pp | 552.29%-534.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $116 | $6,964-98.3% | $6,035-98.1% | $6,689-98.3% |
| Admin fee / account holder | $24 | $16,659-99.9% | $12,696-99.8% | $13,390-99.8% |