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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 | $17,072 | $160,028-89.3% | $147,080-88.4% | $145,884-88.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 134.70% | 98.60%+36.1pp | 420.17%-285.5pp | 551.85%-417.2pp |
| Employer contribution / active EE | $1,316 | $5,286-75.1% | $4,933-73.3% | $4,662-71.8% |
| Participant deferral / active EE | $1,316 | $8,422-84.4% | $8,066-83.7% | $6,690-80.3% |
| Admin fee / account holder | $17 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |