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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 | $10,249 | $197,637-94.8% | $177,848-94.2% | $158,982-93.6% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.7%-19.3pp | 82.0%-13.5pp |
| Annual return | 12.90% | 58.77%-45.9pp | 48.33%-35.4pp | 302.99%-290.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,504 | $8,405-82.1% | $7,714-80.5% | $5,983-74.9% |
| Admin fee / account holder | $121 | $15,406-99.2% | $12,431-99.0% | $11,252-98.9% |