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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 | $14,001 | $185,856-92.5% | $170,028-91.8% | $139,456-90.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 141.97% | 60.52%+81.4pp | 53.39%+88.6pp | 373.45%-231.5pp |
| Employer contribution / active EE | $1,871 | $7,593-75.4% | $6,788-72.4% | $4,753-60.6% |
| Participant deferral / active EE | $2,596 | $11,623-77.7% | $10,409-75.1% | $6,711-61.3% |
| Admin fee / account holder | $12 | $15,387-99.9% | $12,820-99.9% | $11,407-99.9% |