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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 | $15,022 | $165,351-90.9% | $149,710-90.0% | $158,931-90.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 41.44% | 348.19%-306.7pp | 276.63%-235.2pp | 302.86%-261.4pp |
| Employer contribution / active EE | $2,210 | $5,103-56.7% | $4,645-52.4% | $4,761-53.6% |
| Participant deferral / active EE | $2,210 | $7,181-69.2% | $6,842-67.7% | $5,982-63.1% |
| Admin fee / account holder | $97 | $10,807-99.1% | $9,309-99.0% | $11,247-99.1% |