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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 | $13,284 | $159,978-91.7% | $147,041-91.0% | $145,978-90.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 28.98% | 98.36%-69.4pp | 419.21%-390.2pp | 550.52%-521.5pp |
| Employer contribution / active EE | $2,102 | $5,288-60.3% | $4,935-57.4% | $4,662-54.9% |
| Participant deferral / active EE | $2,102 | $8,429-75.1% | $8,071-74.0% | $6,690-68.6% |
| Admin fee / account holder | $13 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |