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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 | $26,337 | $171,867-84.7% | $149,721-82.4% | $147,586-82.2% |
| Participation rate | 68.2% | 88.2%-20.0pp | 87.1%-18.9pp | 82.8%-14.6pp |
| Annual return | 12.81% | 2113.36%-2100.6pp | 1501.67%-1488.9pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,511 | $7,270-79.2% | $6,568-77.0% | $5,439-72.2% |
| Admin fee / account holder | $234 | $13,799-98.3% | $11,282-97.9% | $10,886-97.8% |