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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 | $13,652 | $201,370-93.2% | $184,256-92.6% | $145,897-90.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.46% | 29.05%-13.6pp | 28.85%-13.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $642 | $9,808-93.5% | $9,133-93.0% | $6,689-90.4% |
| Admin fee / account holder | $92 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |