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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 | $10,538 | $209,422-95.0% | $178,503-94.1% | $158,982-93.4% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 10.88% | 188.81%-177.9pp | 151.12%-140.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $475 | $5,955-92.0% | $5,202-90.9% | $5,983-92.1% |
| Admin fee / account holder | $215 | $17,079-98.7% | $13,987-98.5% | $11,252-98.1% |