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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 | $10,241 | $183,592-94.4% | $155,574-93.4% | $145,877-93.0% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 14.43% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,379 | $6,466-78.7% | $5,629-75.5% | $6,691-79.4% |
| Admin fee / account holder | $201 | $19,316-99.0% | $15,914-98.7% | $13,402-98.5% |