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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 | $7,594 | $150,412-95.0% | $120,574-93.7% | $145,884-94.8% |
| Participation rate | 14.3% | 78.8%-64.5pp | 71.9%-57.7pp | 80.3%-66.0pp |
| Annual return | 9.51% | 154.50%-145.0pp | 107.42%-97.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $874 | $6,175-85.8% | $4,996-82.5% | $6,690-86.9% |
| Admin fee / account holder | $149 | $12,224-98.8% | $9,445-98.4% | $13,392-98.9% |