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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 | $15,304 | $175,257-91.3% | $149,717-89.8% | $139,456-89.0% |
| Participation rate | 31.8% | 83.4%-51.6pp | 78.8%-47.0pp | 80.3%-48.5pp |
| Annual return | 10.78% | 166.70%-155.9pp | 134.41%-123.6pp | 373.45%-362.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $799 | $6,521-87.8% | $5,682-85.9% | $6,711-88.1% |
| Admin fee / account holder | $230 | $16,156-98.6% | $13,213-98.3% | $11,407-98.0% |