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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 | $12,697 | $150,346-91.6% | $120,524-89.5% | $145,877-91.3% |
| Participation rate | 37.5% | 78.8%-41.3pp | 71.9%-34.4pp | 80.3%-42.8pp |
| Annual return | 16.07% | 154.40%-138.3pp | 107.36%-91.3pp | 551.28%-535.2pp |
| Employer contribution / active EE | $862 | $4,353-80.2% | $3,469-75.2% | $4,663-81.5% |
| Participant deferral / active EE | $1,064 | $6,172-82.8% | $4,994-78.7% | $6,691-84.1% |
| Admin fee / account holder | $20 | $12,215-99.8% | $9,440-99.8% | $13,402-99.9% |