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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 | $12,042 | $209,422-94.2% | $178,503-93.3% | $158,982-92.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 6.71% | 188.81%-182.1pp | 151.12%-144.4pp | 302.99%-296.3pp |
| Employer contribution / active EE | $1,435 | $5,707-74.9% | $5,011-71.4% | $4,763-69.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $50 | $17,079-99.7% | $13,987-99.6% | $11,252-99.6% |