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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 | $17,870 | $183,978-90.3% | $162,171-89.0% | $152,885-88.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 25.60% | 150.78%-125.2pp | 115.60%-90.0pp | 345.39%-319.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,245 | $8,033-84.5% | $7,297-82.9% | $5,851-78.7% |
| Admin fee / account holder | $39 | $13,122-99.7% | $10,843-99.6% | $11,598-99.7% |