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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 | $16,278 | $183,539-91.1% | $155,556-89.5% | $145,897-88.8% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 25.18% | 61.31%-36.1pp | 64.84%-39.7pp | 552.29%-527.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,662 | $6,467-74.3% | $5,631-70.5% | $6,689-75.1% |
| Admin fee / account holder | $122 | $19,275-99.4% | $15,885-99.2% | $13,390-99.1% |