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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 | $6,533 | $166,268-96.1% | $165,100-96.0% | $145,897-95.5% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 9.95% | 100.52%-90.6pp | 70.21%-60.3pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $357 | $6,964-94.9% | $6,035-94.1% | $6,689-94.7% |
| Admin fee / account holder | $23 | $16,659-99.9% | $12,696-99.8% | $13,390-99.8% |