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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 | $9,895 | $159,978-93.8% | $147,041-93.3% | $145,978-93.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.57% | 98.36%-85.8pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,400 | $5,288-54.6% | $4,935-51.4% | $4,662-48.5% |
| Participant deferral / active EE | $2,400 | $8,429-71.5% | $8,071-70.3% | $6,690-64.1% |
| Admin fee / account holder | $38 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |