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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 | $13,178 | $209,422-93.7% | $178,503-92.6% | $158,982-91.7% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 18.50% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,803 | $5,955-69.7% | $5,202-65.3% | $5,983-69.9% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |