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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 | $4,994 | $175,231-97.2% | $149,696-96.7% | $139,466-96.4% |
| Participation rate | 11.8% | 83.4%-71.6pp | 78.8%-67.0pp | 80.3%-68.6pp |
| Annual return | 32.86% | 166.77%-133.9pp | 134.46%-101.6pp | 373.66%-340.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $305 | $6,521-95.3% | $5,682-94.6% | $6,712-95.5% |
| Admin fee / account holder | $14 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |