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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 | $15,424 | $144,130-89.3% | $117,861-86.9% | $147,586-89.5% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 12.73% | 531.20%-518.5pp | 335.11%-322.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $475 | $5,316-91.1% | $4,482-89.4% | $5,439-91.3% |
| Admin fee / account holder | $131 | $10,887-98.8% | $8,021-98.4% | $10,886-98.8% |