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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 | $5,844 | $183,539-96.8% | $155,556-96.2% | $145,897-96.0% |
| Participation rate | 7.1% | 82.7%-75.6pp | 78.2%-71.1pp | 80.3%-73.2pp |
| Annual return | 17.84% | 61.31%-43.5pp | 64.84%-47.0pp | 552.29%-534.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $191 | $6,467-97.0% | $5,631-96.6% | $6,689-97.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |