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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 | $1,345 | $148,623-99.1% | $135,974-99.0% | $139,466-99.0% |
| Participation rate | 7.1% | 83.9%-76.7pp | 81.9%-74.8pp | 80.3%-73.2pp |
| Annual return | 84.81% | 79.30%+5.5pp | 68.30%+16.5pp | 373.66%-288.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $75 | $8,103-99.1% | $7,760-99.0% | $6,712-98.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |