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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 | $11,305 | $160,040-92.9% | $147,096-92.3% | $145,877-92.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.71% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,238 | $5,289-76.6% | $4,936-74.9% | $4,663-73.4% |
| Participant deferral / active EE | $1,238 | $8,429-85.3% | $8,071-84.7% | $6,691-81.5% |
| Admin fee / account holder | $48 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |