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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 | $2,822 | $197,625-98.6% | $177,840-98.4% | $158,966-98.2% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 22.44% | 58.76%-36.3pp | 48.32%-25.9pp | 302.95%-280.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $602 | $8,405-92.8% | $7,714-92.2% | $5,983-89.9% |
| Admin fee / account holder | $10 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |