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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 | $11,177 | $157,276-92.9% | $141,177-92.1% | $152,885-92.7% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 29.84% | 64.33%-34.5pp | 71.40%-41.6pp | 345.39%-315.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $866 | $7,110-87.8% | $6,710-87.1% | $5,851-85.2% |
| Admin fee / account holder | $22 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |