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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 | $13,128 | $138,078-90.5% | $125,363-89.5% | $134,509-90.2% |
| Participation rate | 45.0% | 84.5%-39.5pp | 82.4%-37.4pp | 81.2%-36.2pp |
| Annual return | 126.54% | 750.49%-624.0pp | 572.15%-445.6pp | 418.13%-291.6pp |
| Employer contribution / active EE | $1,121 | $5,245-78.6% | $4,815-76.7% | $4,741-76.3% |
| Participant deferral / active EE | $1,885 | $7,800-75.8% | $7,447-74.7% | $6,400-70.6% |
| Admin fee / account holder | $218 | $11,566-98.1% | $10,005-97.8% | $11,427-98.1% |