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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 | $16,507 | $183,539-91.0% | $155,556-89.4% | $145,897-88.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 12.97% | 61.31%-48.3pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,754 | $5,315-67.0% | $4,675-62.5% | $4,663-62.4% |
| Participant deferral / active EE | $1,754 | $6,467-72.9% | $5,631-68.9% | $6,689-73.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |