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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 | $11,836 | $148,623-92.0% | $135,974-91.3% | $139,466-91.5% |
| Participation rate | 17.6% | 83.9%-66.2pp | 81.9%-64.3pp | 80.3%-62.7pp |
| Annual return | 34.80% | 79.30%-44.5pp | 68.30%-33.5pp | 373.66%-338.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $368 | $8,103-95.5% | $7,760-95.3% | $6,712-94.5% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |