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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 | $15,010 | $160,040-90.6% | $147,096-89.8% | $145,877-89.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 26.06% | 98.49%-72.4pp | 419.75%-393.7pp | 551.28%-525.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,850 | $8,429-78.1% | $8,071-77.1% | $6,691-72.4% |
| Admin fee / account holder | $31 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |