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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 | $10,015 | $165,399-93.9% | $149,745-93.3% | $158,982-93.7% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 106.45% | 348.34%-241.9pp | 276.72%-170.3pp | 302.99%-196.5pp |
| Employer contribution / active EE | $914 | $5,105-82.1% | $4,646-80.3% | $4,763-80.8% |
| Participant deferral / active EE | $2,056 | $7,183-71.4% | $6,843-70.0% | $5,983-65.6% |
| Admin fee / account holder | $26 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |