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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 | $14,244 | $183,592-92.2% | $155,574-90.8% | $145,877-90.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 16.19% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,088 | $5,317-79.5% | $4,676-76.7% | $4,663-76.7% |
| Participant deferral / active EE | $1,079 | $6,466-83.3% | $5,629-80.8% | $6,691-83.9% |
| Admin fee / account holder | $79 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |