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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 | $2,332 | $226,105-99.0% | $182,540-98.7% | $152,897-98.5% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | 16.82% | 192.58%-175.8pp | 148.58%-131.8pp | 345.43%-328.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $687 | $6,370-89.2% | $5,525-87.6% | $5,851-88.3% |
| Admin fee / account holder | $156 | $10,706-98.5% | $8,593-98.2% | $11,599-98.7% |