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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 | $16,871 | $176,120-90.4% | $159,487-89.4% | $167,553-89.9% |
| Participation rate | 38.9% | 85.0%-46.1pp | 82.8%-43.9pp | 82.1%-43.2pp |
| Annual return | 10.15% | 331.95%-321.8pp | 263.71%-253.6pp | 478.89%-468.7pp |
| Employer contribution / active EE | $2,003 | $5,299-62.2% | $4,831-58.5% | $4,840-58.6% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $151 | $12,561-98.8% | $10,804-98.6% | $12,316-98.8% |