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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 | $19,148 | $217,432-91.2% | $185,849-89.7% | $167,536-88.6% |
| Participation rate | 29.4% | 86.1%-56.6pp | 81.7%-52.3pp | 82.1%-52.7pp |
| Annual return | 9.87% | 148.42%-138.5pp | 122.10%-112.2pp | 478.82%-468.9pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $184 | $6,357-97.1% | $5,569-96.7% | $6,342-97.1% |
| Admin fee / account holder | $6 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |