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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 | $11,654 | $99,011-88.2% | $86,582-86.5% | $147,586-92.1% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 19.51% | 1312.75%-1293.2pp | 965.08%-945.6pp | 578.59%-559.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $78 | $3,972-98.0% | $3,609-97.8% | $5,439-98.6% |
| Admin fee / account holder | $73 | $5,709-98.7% | $4,904-98.5% | $10,886-99.3% |