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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 | $11,413 | $197,625-94.2% | $177,840-93.6% | $158,966-92.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 26.87% | 58.76%-31.9pp | 48.32%-21.5pp | 302.95%-276.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,184 | $8,405-74.0% | $7,714-71.7% | $5,983-63.5% |
| Admin fee / account holder | $119 | $15,405-99.2% | $12,431-99.0% | $11,250-98.9% |