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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 | $11,175 | $209,405-94.7% | $178,486-93.7% | $158,931-93.0% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 18.02% | 188.77%-170.7pp | 151.08%-133.1pp | 302.86%-284.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,025 | $5,954-82.8% | $5,202-80.3% | $5,982-82.9% |
| Admin fee / account holder | $1 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |