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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 | $10,530 | $176,786-94.0% | $146,643-92.8% | $167,536-93.7% |
| Participation rate | 28.6% | 83.6%-55.1pp | 80.1%-51.5pp | 82.1%-53.5pp |
| Annual return | 13.46% | 24.04%-10.6pp | 22.75%-9.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,459 | $6,440-77.3% | $5,506-73.5% | $6,342-77.0% |
| Admin fee / account holder | $289 | $13,262-97.8% | $10,280-97.2% | $12,315-97.7% |