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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 | $17,115 | $175,231-90.2% | $149,696-88.6% | $139,466-87.7% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 14.50% | 166.77%-152.3pp | 134.46%-120.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $500 | $6,521-92.3% | $5,682-91.2% | $6,712-92.5% |
| Admin fee / account holder | $290 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |