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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 | $14,136 | $166,131-91.5% | $164,975-91.4% | $145,877-90.3% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 13.81% | 100.37%-86.6pp | 70.12%-56.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,388 | $5,276-73.7% | $4,343-68.0% | $4,663-70.2% |
| Participant deferral / active EE | $1,793 | $6,962-74.2% | $6,033-70.3% | $6,691-73.2% |
| Admin fee / account holder | $54 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |