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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 | $12,643 | $157,296-92.0% | $141,191-91.0% | $152,897-91.7% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 16.34% | 64.34%-48.0pp | 71.41%-55.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $629 | $7,111-91.2% | $6,710-90.6% | $5,851-89.3% |
| Admin fee / account holder | $110 | $12,125-99.1% | $10,264-98.9% | $11,599-99.1% |