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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 | $7,254 | $148,582-95.1% | $135,942-94.7% | $139,456-94.8% |
| Participation rate | 23.5% | 83.9%-60.3pp | 81.9%-58.4pp | 80.3%-56.8pp |
| Annual return | 17.67% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $328 | $8,101-96.0% | $7,759-95.8% | $6,711-95.1% |
| Admin fee / account holder | $185 | $12,402-98.5% | $10,764-98.3% | $11,407-98.4% |