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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 | $10,710 | $157,304-93.2% | $141,197-92.4% | $152,909-93.0% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 27.68% | 64.34%-36.7pp | 71.41%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,521 | $7,111-78.6% | $6,710-77.3% | $5,851-74.0% |
| Admin fee / account holder | $164 | $12,126-98.6% | $10,265-98.4% | $11,601-98.6% |