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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 | $10,972 | $176,105-93.8% | $159,474-93.1% | $167,536-93.5% |
| Participation rate | 36.8% | 85.0%-48.1pp | 82.8%-46.0pp | 82.1%-45.3pp |
| Annual return | 15.35% | 331.91%-316.6pp | 263.68%-248.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,364 | $7,751-69.5% | $7,353-67.8% | $6,342-62.7% |
| Admin fee / account holder | $115 | $12,559-99.1% | $10,802-98.9% | $12,315-99.1% |