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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 | $13,317 | $217,432-93.9% | $185,851-92.8% | $167,553-92.1% |
| Participation rate | 21.4% | 86.1%-64.6pp | 81.7%-60.3pp | 82.1%-60.7pp |
| Annual return | 11.82% | 148.43%-136.6pp | 122.11%-110.3pp | 478.89%-467.1pp |
| Employer contribution / active EE | $1,946 | $5,874-66.9% | $5,168-62.3% | $4,840-59.8% |
| Participant deferral / active EE | $1,811 | $6,357-71.5% | $5,569-67.5% | $6,343-71.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |