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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 | $22,485 | $168,635-86.7% | $147,617-84.8% | $125,389-82.1% |
| Participation rate | 23.8% | 88.8%-65.0pp | 84.6%-60.8pp | 83.2%-59.4pp |
| Annual return | -0.23% | 77.65%-77.9pp | 61.98%-62.2pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $225 | $5,507-95.9% | $4,895-95.4% | $5,352-95.8% |
| Admin fee / account holder | $39 | $13,580-99.7% | $11,612-99.7% | $9,541-99.6% |