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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 | $21,329 | $160,059-86.7% | $140,019-84.8% | $135,380-84.2% |
| Participation rate | 27.3% | 88.5%-61.3pp | 87.5%-60.2pp | 82.6%-55.4pp |
| Annual return | 15.27% | 911.48%-896.2pp | 651.17%-635.9pp | 519.81%-504.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,374 | $7,641-82.0% | $6,927-80.2% | $5,609-75.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |