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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 | $16,926 | $118,708-85.7% | $98,920-82.9% | $158,982-89.4% |
| Participation rate | 27.8% | 77.8%-50.0pp | 76.0%-48.3pp | 82.0%-54.2pp |
| Annual return | 25.09% | 372.49%-347.4pp | 196.47%-171.4pp | 302.99%-277.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,135 | $5,089-77.7% | $4,245-73.3% | $5,983-81.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |