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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 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 25.18% | 61.37%-36.2pp | 64.87%-39.7pp | 551.28%-526.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,662 | $6,466-74.3% | $5,629-70.5% | $6,691-75.2% |
| Admin fee / account holder | $122 | $19,316-99.4% | $15,914-99.2% | $13,402-99.1% |