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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 | $13,448 | $160,028-91.6% | $147,080-90.9% | $145,884-90.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.56% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,449 | $5,286-72.6% | $4,933-70.6% | $4,662-68.9% |
| Participant deferral / active EE | $1,864 | $8,422-77.9% | $8,066-76.9% | $6,690-72.1% |
| Admin fee / account holder | $125 | $15,030-99.2% | $12,989-99.0% | $13,392-99.1% |