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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 | $18,746 | $184,000-89.8% | $162,185-88.4% | $152,909-87.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 17.04% | 150.80%-133.8pp | 115.61%-98.6pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,742 | $8,033-78.3% | $7,297-76.1% | $5,851-70.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |