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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 | $8,424 | $175,259-95.2% | $149,723-94.4% | $139,487-94.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 33.69% | 166.82%-133.1pp | 134.50%-100.8pp | 373.84%-340.2pp |
| Employer contribution / active EE | $1,255 | $5,478-77.1% | $4,821-74.0% | $4,755-73.6% |
| Participant deferral / active EE | $1,255 | $6,522-80.8% | $5,682-77.9% | $6,713-81.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |