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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 | $16,262 | $160,070-89.8% | $147,117-88.9% | $145,897-88.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 89.63% | 98.69%-9.1pp | 420.54%-330.9pp | 552.29%-462.7pp |
| Employer contribution / active EE | $1,610 | $5,285-69.5% | $4,932-67.4% | $4,663-65.5% |
| Participant deferral / active EE | $1,926 | $8,419-77.1% | $8,065-76.1% | $6,689-71.2% |
| Admin fee / account holder | $165 | $15,035-98.9% | $12,993-98.7% | $13,390-98.8% |