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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 | $15,103 | $175,231-91.4% | $149,696-89.9% | $139,466-89.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.50% | 166.77%-144.3pp | 134.46%-112.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,410 | $5,478-74.3% | $4,821-70.7% | $4,754-70.3% |
| Participant deferral / active EE | $1,612 | $6,521-75.3% | $5,682-71.6% | $6,712-76.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |