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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 | $183,592-92.6% | $155,567-91.2% | $145,959-90.6% |
| Participation rate | 17.6% | 82.7%-65.0pp | 78.2%-60.5pp | 80.3%-62.6pp |
| Annual return | 9.56% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $424 | $6,464-93.4% | $5,628-92.5% | $6,689-93.7% |
| Admin fee / account holder | $292 | $19,318-98.5% | $15,916-98.2% | $13,398-97.8% |