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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 | $9,154 | $160,070-94.3% | $147,117-93.8% | $145,897-93.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.71% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,113 | $5,285-78.9% | $4,932-77.4% | $4,663-76.1% |
| Participant deferral / active EE | $1,814 | $8,419-78.5% | $8,065-77.5% | $6,689-72.9% |
| Admin fee / account holder | $115 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |