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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 | $14,795 | $227,597-93.5% | $189,575-92.2% | $167,536-91.2% |
| Participation rate | 15.8% | 82.5%-66.7pp | 78.4%-62.7pp | 82.1%-66.3pp |
| Annual return | 13.47% | 78.44%-65.0pp | 64.19%-50.7pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $496 | $7,002-92.9% | $6,174-92.0% | $6,342-92.2% |
| Admin fee / account holder | $107 | $11,877-99.1% | $9,806-98.9% | $12,315-99.1% |