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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 | $18,586 | $157,296-88.2% | $141,191-86.8% | $152,897-87.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.92% | 64.34%-40.4pp | 71.41%-47.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $907 | $7,111-87.2% | $6,710-86.5% | $5,851-84.5% |
| Admin fee / account holder | $222 | $12,125-98.2% | $10,264-97.8% | $11,599-98.1% |