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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 | $16,273 | $115,814-85.9% | $101,275-83.9% | $158,982-89.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.41% | 56.16%-41.7pp | 46.48%-32.1pp | 302.99%-288.6pp |
| Employer contribution / active EE | $3,492 | $4,176-16.4% | $3,660-4.6% | $4,763-26.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $151 | $7,249-97.9% | $5,948-97.5% | $11,252-98.7% |