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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 | $20,386 | $217,432-90.6% | $185,849-89.0% | $167,536-87.8% |
| Participation rate | 41.7% | 86.1%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 14.19% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,616 | $5,875-72.5% | $5,169-68.7% | $4,839-66.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $164 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |