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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 | $2,096 | $157,296-98.7% | $141,191-98.5% | $152,897-98.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 44.38% | 64.34%-20.0pp | 71.41%-27.0pp | 345.43%-301.0pp |
| Employer contribution / active EE | $1,374 | $5,262-73.9% | $4,736-71.0% | $4,764-71.1% |
| Participant deferral / active EE | $1,674 | $7,111-76.5% | $6,710-75.0% | $5,851-71.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |