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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 | $7,262 | $185,883-96.1% | $170,043-95.7% | $139,466-94.8% |
| Participation rate | 36.8% | 87.8%-50.9pp | 87.0%-50.2pp | 80.3%-43.5pp |
| Annual return | 27.80% | 60.54%-32.7pp | 53.40%-25.6pp | 373.66%-345.9pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,545 | $11,626-86.7% | $10,410-85.2% | $6,712-77.0% |
| Admin fee / account holder | $50 | $15,393-99.7% | $12,824-99.6% | $11,409-99.6% |