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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 | $16,450 | $171,492-90.4% | $150,734-89.1% | $198,609-91.7% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 22.55% | 804.70%-782.2pp | 600.81%-578.3pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,338 | $5,470-57.3% | $4,918-52.5% | $5,055-53.8% |
| Participant deferral / active EE | $966 | $6,259-84.6% | $5,610-82.8% | $6,977-86.1% |
| Admin fee / account holder | $31 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |