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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 | $15,733 | $96,123-83.6% | $77,361-79.7% | $198,609-92.1% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 14.59% | 2054.81%-2040.2pp | 1011.54%-996.9pp | 202.70%-188.1pp |
| Employer contribution / active EE | $1,248 | $3,791-67.1% | $2,990-58.3% | $5,055-75.3% |
| Participant deferral / active EE | $1,337 | $4,975-73.1% | $3,911-65.8% | $6,977-80.8% |
| Admin fee / account holder | $149 | $9,471-98.4% | $5,894-97.5% | $19,030-99.2% |