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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 | $27,668 | $144,130-80.8% | $117,861-76.5% | $147,586-81.3% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.7%-54.7pp | 82.8%-57.8pp |
| Annual return | 59.11% | 531.20%-472.1pp | 335.11%-276.0pp | 578.59%-519.5pp |
| Employer contribution / active EE | $1,042 | $4,897-78.7% | $3,786-72.5% | $4,876-78.6% |
| Participant deferral / active EE | $1,408 | $5,316-73.5% | $4,482-68.6% | $5,439-74.1% |
| Admin fee / account holder | $134 | $10,887-98.8% | $8,021-98.3% | $10,886-98.8% |