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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 | $5,123 | $165,361-96.9% | $149,715-96.6% | $158,950-96.8% |
| Participation rate | 14.3% | 84.6%-70.3pp | 82.5%-68.2pp | 82.0%-67.7pp |
| Annual return | 17.45% | 348.24%-330.8pp | 276.66%-259.2pp | 302.91%-285.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $125 | $7,182-98.3% | $6,842-98.2% | $5,983-97.9% |
| Admin fee / account holder | $100 | $10,808-99.1% | $9,310-98.9% | $11,248-99.1% |