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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 | $8,635 | $134,817-93.6% | $123,973-93.0% | $155,188-94.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 20.57% | 515.49%-494.9pp | 388.13%-367.6pp | 148.84%-128.3pp |
| Employer contribution / active EE | $2,507 | $4,425-43.4% | $4,126-39.2% | $4,248-41.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |