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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 | $5,256 | $175,231-97.0% | $149,696-96.5% | $139,466-96.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 53.49% | 166.77%-113.3pp | 134.46%-81.0pp | 373.66%-320.2pp |
| Employer contribution / active EE | $1,148 | $5,478-79.1% | $4,821-76.2% | $4,754-75.9% |
| Participant deferral / active EE | $1,148 | $6,521-82.4% | $5,682-79.8% | $6,712-82.9% |
| Admin fee / account holder | $4 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |