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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 | $13,653 | $183,516-92.6% | $155,534-91.2% | $145,884-90.6% |
| Participation rate | 17.6% | 82.7%-65.1pp | 78.2%-60.6pp | 80.3%-62.7pp |
| Annual return | 9.56% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $424 | $6,467-93.5% | $5,630-92.5% | $6,690-93.7% |
| Admin fee / account holder | $292 | $19,293-98.5% | $15,900-98.2% | $13,392-97.8% |