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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 | $10,668 | $183,988-94.2% | $162,177-93.4% | $152,897-93.0% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.6%-26.0pp | 82.5%-20.9pp |
| Annual return | 18.85% | 150.79%-131.9pp | 115.60%-96.7pp | 345.43%-326.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $899 | $8,032-88.8% | $7,297-87.7% | $5,851-84.6% |
| Admin fee / account holder | $130 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |