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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 | $6,144 | $157,296-96.1% | $141,191-95.6% | $152,897-96.0% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 26.76% | 64.34%-37.6pp | 71.41%-44.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $652 | $7,111-90.8% | $6,710-90.3% | $5,851-88.9% |
| Admin fee / account holder | $117 | $12,125-99.0% | $10,264-98.9% | $11,599-99.0% |