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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 | $8,187 | $197,637-95.9% | $177,848-95.4% | $158,982-94.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 63.27% | 58.77%+4.5pp | 48.33%+14.9pp | 302.99%-239.7pp |
| Employer contribution / active EE | $1,885 | $6,698-71.9% | $5,919-68.1% | $4,763-60.4% |
| Participant deferral / active EE | $2,242 | $8,405-73.3% | $7,714-70.9% | $5,983-62.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |