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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 | $11,923 | $201,344-94.1% | $184,243-93.5% | $145,877-91.8% |
| Participation rate | 21.4% | 87.5%-66.1pp | 86.8%-65.4pp | 80.3%-58.9pp |
| Annual return | 0.00% | 29.01%-29.0pp | 28.82%-28.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $967 | $9,807-90.1% | $9,132-89.4% | $6,691-85.5% |
| Admin fee / account holder | $2 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |