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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 | $19,271 | $138,072-86.0% | $123,549-84.4% | $135,382-85.8% |
| Participation rate | 30.8% | 84.7%-54.0pp | 82.3%-51.5pp | 82.6%-51.9pp |
| Annual return | 77.07% | 153.69%-76.6pp | 119.20%-42.1pp | 519.77%-442.7pp |
| Employer contribution / active EE | $1,553 | $5,152-69.8% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $2,195 | $6,799-67.7% | $6,426-65.8% | $5,609-60.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |