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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 | $19,595 | $289,211-93.2% | $260,467-92.5% | $198,609-90.1% |
| Participation rate | 38.5% | 83.1%-44.6pp | 80.5%-42.0pp | 82.4%-43.9pp |
| Annual return | 19.73% | 112.90%-93.2pp | 100.60%-80.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,038 | $6,812-84.8% | $6,319-83.6% | $6,977-85.1% |
| Admin fee / account holder | $200 | $16,236-98.8% | $15,461-98.7% | $19,030-98.9% |