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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 | $14,172 | $197,637-92.8% | $177,848-92.0% | $158,982-91.1% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 14.21% | 58.77%-44.6pp | 48.33%-34.1pp | 302.99%-288.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $886 | $8,405-89.5% | $7,714-88.5% | $5,983-85.2% |
| Admin fee / account holder | $147 | $15,406-99.0% | $12,431-98.8% | $11,252-98.7% |