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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 | $166,131-96.4% | $164,975-96.4% | $145,877-95.9% |
| Participation rate | 7.7% | 82.0%-74.3pp | 78.6%-70.9pp | 80.3%-72.6pp |
| Annual return | 17.90% | 100.37%-82.5pp | 70.12%-52.2pp | 551.28%-533.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $116 | $6,962-98.3% | $6,033-98.1% | $6,691-98.3% |
| Admin fee / account holder | $24 | $16,648-99.9% | $12,688-99.8% | $13,402-99.8% |