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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 | $12,932 | $165,399-92.2% | $149,745-91.4% | $158,982-91.9% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 22.84% | 348.34%-325.5pp | 276.72%-253.9pp | 302.99%-280.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $631 | $7,183-91.2% | $6,843-90.8% | $5,983-89.4% |
| Admin fee / account holder | $295 | $10,811-97.3% | $9,312-96.8% | $11,252-97.4% |