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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 | $10,213 | $157,304-93.5% | $141,197-92.8% | $152,909-93.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 32.56% | 64.34%-31.8pp | 71.41%-38.8pp | 345.46%-312.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,439 | $7,111-79.8% | $6,710-78.6% | $5,851-75.4% |
| Admin fee / account holder | $30 | $12,126-99.8% | $10,265-99.7% | $11,601-99.7% |