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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 | $11,726 | $275,752-95.7% | $256,809-95.4% | $198,609-94.1% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 19.54% | 34.81%-15.3pp | 32.73%-13.2pp | 202.70%-183.2pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $218 | $10,037-97.8% | $9,520-97.7% | $6,977-96.9% |
| Admin fee / account holder | $12 | $25,716-100.0% | $25,146-100.0% | $19,030-99.9% |