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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 | $12,485 | $183,516-93.2% | $155,534-92.0% | $145,884-91.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.58% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $873 | $6,467-86.5% | $5,630-84.5% | $6,690-86.9% |
| Admin fee / account holder | $111 | $19,293-99.4% | $15,900-99.3% | $13,392-99.2% |