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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 | $14,201 | $138,078-89.7% | $125,363-88.7% | $134,509-89.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 55.57% | 750.49%-694.9pp | 572.15%-516.6pp | 418.13%-362.6pp |
| Employer contribution / active EE | $1,747 | $5,245-66.7% | $4,815-63.7% | $4,741-63.1% |
| Participant deferral / active EE | $2,066 | $7,800-73.5% | $7,447-72.3% | $6,400-67.7% |
| Admin fee / account holder | $272 | $11,566-97.6% | $10,005-97.3% | $11,427-97.6% |