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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 | $15,535 | $157,296-90.1% | $141,191-89.0% | $152,897-89.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 28.28% | 64.34%-36.1pp | 71.41%-43.1pp | 345.43%-317.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $370 | $7,111-94.8% | $6,710-94.5% | $5,851-93.7% |
| Admin fee / account holder | $13 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |