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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 | $2,146 | $183,592-98.8% | $155,574-98.6% | $145,877-98.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.64% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,154 | $5,317-78.3% | $4,676-75.3% | $4,663-75.2% |
| Participant deferral / active EE | $1,154 | $6,466-82.1% | $5,629-79.5% | $6,691-82.7% |
| Admin fee / account holder | $10 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |