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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 | $11,299 | $165,399-93.2% | $149,745-92.5% | $158,982-92.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 12.34% | 348.34%-336.0pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $793 | $7,183-89.0% | $6,843-88.4% | $5,983-86.7% |
| Admin fee / account holder | $72 | $10,811-99.3% | $9,312-99.2% | $11,252-99.4% |