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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 | $26,313 | $184,000-85.7% | $162,185-83.8% | $152,909-82.8% |
| Participation rate | 7.1% | 88.5%-81.4pp | 87.6%-80.4pp | 82.5%-75.3pp |
| Annual return | 16.86% | 150.80%-133.9pp | 115.61%-98.8pp | 345.46%-328.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $298 | $8,033-96.3% | $7,297-95.9% | $5,851-94.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |