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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 | $16,387 | $209,422-92.2% | $178,503-90.8% | $158,982-89.7% |
| Participation rate | 15.4% | 86.4%-71.0pp | 81.9%-66.5pp | 82.0%-66.6pp |
| Annual return | 19.02% | 188.81%-169.8pp | 151.12%-132.1pp | 302.99%-284.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $547 | $5,955-90.8% | $5,202-89.5% | $5,983-90.9% |
| Admin fee / account holder | $17 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |