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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 | $13,647 | $157,296-91.3% | $141,191-90.3% | $152,897-91.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 39.51% | 64.34%-24.8pp | 71.41%-31.9pp | 345.43%-305.9pp |
| Employer contribution / active EE | $1,175 | $5,262-77.7% | $4,736-75.2% | $4,764-75.3% |
| Participant deferral / active EE | $2,135 | $7,111-70.0% | $6,710-68.2% | $5,851-63.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |