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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 | $7,996 | $183,592-95.6% | $155,567-94.9% | $145,959-94.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 47.17% | 61.24%-14.1pp | 64.74%-17.6pp | 561.95%-514.8pp |
| Employer contribution / active EE | $2,175 | $5,315-59.1% | $4,674-53.5% | $4,661-53.3% |
| Participant deferral / active EE | $1,355 | $6,464-79.0% | $5,628-75.9% | $6,689-79.7% |
| Admin fee / account holder | $32 | $19,318-99.8% | $15,916-99.8% | $13,398-99.8% |