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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 | $10,265 | $171,492-94.0% | $150,734-93.2% | $198,609-94.8% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 17.52% | 804.70%-787.2pp | 600.81%-583.3pp | 202.70%-185.2pp |
| Employer contribution / active EE | $2,050 | $5,470-62.5% | $4,918-58.3% | $5,055-59.4% |
| Participant deferral / active EE | $2,238 | $6,259-64.2% | $5,610-60.1% | $6,977-67.9% |
| Admin fee / account holder | $32 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |