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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 | $13,437 | $175,257-92.3% | $149,717-91.0% | $139,456-90.4% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 32.23% | 166.70%-134.5pp | 134.41%-102.2pp | 373.45%-341.2pp |
| Employer contribution / active EE | $2,357 | $5,477-57.0% | $4,820-51.1% | $4,753-50.4% |
| Participant deferral / active EE | $1,287 | $6,521-80.3% | $5,682-77.4% | $6,711-80.8% |
| Admin fee / account holder | $183 | $16,156-98.9% | $13,213-98.6% | $11,407-98.4% |