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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 | $15,572 | $217,432-92.8% | $185,849-91.6% | $167,536-90.7% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 20.44% | 148.42%-128.0pp | 122.10%-101.7pp | 478.82%-458.4pp |
| Employer contribution / active EE | $1,245 | $5,875-78.8% | $5,169-75.9% | $4,839-74.3% |
| Participant deferral / active EE | $2,127 | $6,357-66.5% | $5,569-61.8% | $6,342-66.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |