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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 | $23,726 | $144,130-83.5% | $117,861-79.9% | $147,586-83.9% |
| Participation rate | 29.2% | 83.4%-54.3pp | 79.7%-50.5pp | 82.8%-53.7pp |
| Annual return | 14.34% | 531.20%-516.9pp | 335.11%-320.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $302 | $5,316-94.3% | $4,482-93.3% | $5,439-94.4% |
| Admin fee / account holder | $294 | $10,887-97.3% | $8,021-96.3% | $10,886-97.3% |