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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 | $20,891 | $176,794-88.2% | $146,647-85.8% | $167,553-87.5% |
| Participation rate | 17.6% | 83.6%-66.0pp | 80.1%-62.4pp | 82.1%-64.5pp |
| Annual return | 14.52% | 24.04%-9.5pp | 22.75%-8.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $747 | $6,440-88.4% | $5,506-86.4% | $6,343-88.2% |
| Admin fee / account holder | $109 | $13,262-99.2% | $10,281-98.9% | $12,316-99.1% |