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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 | $18,658 | $144,130-87.1% | $117,861-84.2% | $147,586-87.4% |
| Participation rate | 31.3% | 83.4%-52.2pp | 79.7%-48.4pp | 82.8%-51.6pp |
| Annual return | 12.03% | 531.20%-519.2pp | 335.11%-323.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $314 | $5,316-94.1% | $4,482-93.0% | $5,439-94.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |