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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 | $10,591 | $209,405-94.9% | $178,486-94.1% | $158,931-93.3% |
| Participation rate | 52.6% | 86.4%-33.7pp | 81.9%-29.3pp | 82.0%-29.3pp |
| Annual return | 16.07% | 188.77%-172.7pp | 151.08%-135.0pp | 302.86%-286.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $365 | $5,954-93.9% | $5,202-93.0% | $5,982-93.9% |
| Admin fee / account holder | $76 | $17,076-99.6% | $13,985-99.5% | $11,247-99.3% |