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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 | $10,461 | $160,070-93.5% | $147,117-92.9% | $145,897-92.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 21.24% | 98.69%-77.4pp | 420.54%-399.3pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,304 | $5,285-75.3% | $4,932-73.6% | $4,663-72.0% |
| Participant deferral / active EE | $2,289 | $8,419-72.8% | $8,065-71.6% | $6,689-65.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |