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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 | $10,261 | $138,078-92.6% | $125,363-91.8% | $134,509-92.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 222.08% | 750.49%-528.4pp | 572.15%-350.1pp | 418.13%-196.1pp |
| Employer contribution / active EE | $2,204 | $5,245-58.0% | $4,815-54.2% | $4,741-53.5% |
| Participant deferral / active EE | $2,204 | $7,800-71.7% | $7,447-70.4% | $6,400-65.6% |
| Admin fee / account holder | $17 | $11,566-99.9% | $10,005-99.8% | $11,427-99.8% |