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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 | $16,245 | $171,492-90.5% | $150,734-89.2% | $198,609-91.8% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 25.70% | 804.70%-779.0pp | 600.81%-575.1pp | 202.70%-177.0pp |
| Employer contribution / active EE | $1,980 | $5,470-63.8% | $4,918-59.7% | $5,055-60.8% |
| Participant deferral / active EE | $2,411 | $6,259-61.5% | $5,610-57.0% | $6,977-65.4% |
| Admin fee / account holder | $163 | $17,628-99.1% | $14,905-98.9% | $19,030-99.1% |