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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 | $16,511 | $160,040-89.7% | $147,096-88.8% | $145,877-88.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.75% | 98.49%-77.7pp | 419.75%-399.0pp | 551.28%-530.5pp |
| Employer contribution / active EE | $1,733 | $5,289-67.2% | $4,936-64.9% | $4,663-62.8% |
| Participant deferral / active EE | $2,429 | $8,429-71.2% | $8,071-69.9% | $6,691-63.7% |
| Admin fee / account holder | $192 | $15,050-98.7% | $13,005-98.5% | $13,402-98.6% |