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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 | $13,947 | $185,856-92.5% | $170,028-91.8% | $139,456-90.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 20.82% | 60.52%-39.7pp | 53.39%-32.6pp | 373.45%-352.6pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,273 | $11,623-89.1% | $10,409-87.8% | $6,711-81.0% |
| Admin fee / account holder | $87 | $15,387-99.4% | $12,820-99.3% | $11,407-99.2% |