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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 | $22,046 | $185,883-88.1% | $170,043-87.0% | $139,466-84.2% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 15.32% | 60.54%-45.2pp | 53.40%-38.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,516 | $11,626-87.0% | $10,410-85.4% | $6,712-77.4% |
| Admin fee / account holder | $154 | $15,393-99.0% | $12,824-98.8% | $11,409-98.6% |