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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 | $10,162 | $134,817-92.5% | $123,973-91.8% | $155,188-93.5% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 24.27% | 515.49%-491.2pp | 388.13%-363.9pp | 148.84%-124.6pp |
| Employer contribution / active EE | $1,600 | $4,425-63.8% | $4,126-61.2% | $4,248-62.3% |
| Participant deferral / active EE | $1,689 | $5,706-70.4% | $5,247-67.8% | $6,531-74.1% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |