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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 | $13,892 | $166,131-91.6% | $164,975-91.6% | $145,877-90.5% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 62.05% | 100.37%-38.3pp | 70.12%-8.1pp | 551.28%-489.2pp |
| Employer contribution / active EE | $1,713 | $5,276-67.5% | $4,343-60.6% | $4,663-63.3% |
| Participant deferral / active EE | $2,021 | $6,962-71.0% | $6,033-66.5% | $6,691-69.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |