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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 | $12,408 | $184,000-93.3% | $162,185-92.3% | $152,909-91.9% |
| Participation rate | 43.8% | 88.5%-44.8pp | 87.6%-43.8pp | 82.5%-38.7pp |
| Annual return | 22.57% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $822 | $8,033-89.8% | $7,297-88.7% | $5,851-86.0% |
| Admin fee / account holder | $63 | $13,124-99.5% | $10,844-99.4% | $11,601-99.5% |