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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 | $12,777 | $209,888-93.9% | $189,545-93.3% | $167,553-92.4% |
| Participation rate | 68.4% | 88.7%-20.2pp | 87.8%-19.4pp | 82.1%-13.7pp |
| Annual return | 10.75% | 748.66%-737.9pp | 555.36%-544.6pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,723 | $8,934-80.7% | $8,220-79.0% | $6,343-72.8% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |