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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 | $11,121 | $159,934-93.0% | $147,005-92.4% | $145,959-92.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.61% | 98.24%-81.6pp | 418.76%-402.2pp | 561.95%-545.3pp |
| Employer contribution / active EE | $1,734 | $5,287-67.2% | $4,934-64.9% | $4,661-62.8% |
| Participant deferral / active EE | $1,734 | $8,427-79.4% | $8,070-78.5% | $6,689-74.1% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |