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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 | $11,055 | $183,592-94.0% | $155,567-92.9% | $145,959-92.4% |
| Participation rate | 8.7% | 82.7%-74.0pp | 78.2%-69.5pp | 80.3%-71.6pp |
| Annual return | 14.80% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $213 | $6,464-96.7% | $5,628-96.2% | $6,689-96.8% |
| Admin fee / account holder | $282 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |