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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 | $16,578 | $144,130-88.5% | $117,860-85.9% | $147,585-88.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 283.28% | 531.20%-247.9pp | 335.10%-51.8pp | 578.58%-295.3pp |
| Employer contribution / active EE | $2,544 | $4,897-48.1% | $3,786-32.8% | $4,876-47.8% |
| Participant deferral / active EE | $157 | $5,316-97.0% | $4,482-96.5% | $5,439-97.1% |
| Admin fee / account holder | $99 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |