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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 | $6,420 | $197,603-96.8% | $177,827-96.4% | $158,950-96.0% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 72.47% | 58.76%+13.7pp | 48.32%+24.1pp | 302.91%-230.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,256 | $8,404-73.2% | $7,713-70.8% | $5,983-62.3% |
| Admin fee / account holder | $70 | $15,402-99.5% | $12,429-99.4% | $11,248-99.4% |