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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 | $5,230 | $175,259-97.0% | $149,723-96.5% | $139,487-96.3% |
| Participation rate | 8.3% | 83.4%-75.1pp | 78.8%-70.4pp | 80.3%-72.0pp |
| Annual return | 205.56% | 166.82%+38.7pp | 134.50%+71.1pp | 373.84%-168.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $390 | $6,522-94.0% | $5,682-93.1% | $6,713-94.2% |
| Admin fee / account holder | $8 | $16,158-100.0% | $13,215-99.9% | $11,407-99.9% |