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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 | $14,540 | $197,637-92.6% | $177,848-91.8% | $158,982-90.9% |
| Participation rate | 47.1% | 88.5%-41.5pp | 87.7%-40.7pp | 82.0%-34.9pp |
| Annual return | 16.97% | 58.77%-41.8pp | 48.33%-31.4pp | 302.99%-286.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $868 | $8,405-89.7% | $7,714-88.7% | $5,983-85.5% |
| Admin fee / account holder | $54 | $15,406-99.7% | $12,431-99.6% | $11,252-99.5% |