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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 | $11,078 | $160,070-93.1% | $147,117-92.5% | $145,897-92.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.05% | 98.69%-88.6pp | 420.54%-410.5pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,572 | $5,285-70.2% | $4,932-68.1% | $4,663-66.3% |
| Participant deferral / active EE | $1,796 | $8,419-78.7% | $8,065-77.7% | $6,689-73.2% |
| Admin fee / account holder | $140 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |