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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 | $8,705 | $226,135-96.2% | $182,558-95.2% | $152,909-94.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 19.01% | 192.60%-173.6pp | 148.59%-129.6pp | 345.46%-326.5pp |
| Employer contribution / active EE | $553 | $4,979-88.9% | $4,076-86.4% | $4,764-88.4% |
| Participant deferral / active EE | $682 | $6,371-89.3% | $5,526-87.7% | $5,851-88.3% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |