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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 | $14,075 | $211,105-93.3% | $178,449-92.1% | $145,978-90.4% |
| Participation rate | 12.5% | 80.8%-68.3pp | 77.1%-64.6pp | 80.3%-67.8pp |
| Annual return | 11.15% | 30.19%-19.0pp | 27.09%-15.9pp | 550.52%-539.4pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $204 | $6,959-97.1% | $6,277-96.8% | $6,690-97.0% |
| Admin fee / account holder | $233 | $12,017-98.1% | $10,362-97.8% | $13,400-98.3% |