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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 | $15,578 | $217,432-92.8% | $185,851-91.6% | $167,553-90.7% |
| Participation rate | 30.8% | 86.1%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 15.64% | 148.43%-132.8pp | 122.11%-106.5pp | 478.89%-463.3pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,359 | $6,357-78.6% | $5,569-75.6% | $6,343-78.6% |
| Admin fee / account holder | $11 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |