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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 | $14,798 | $176,786-91.6% | $146,643-89.9% | $167,536-91.2% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 10.83% | 24.04%-13.2pp | 22.75%-11.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,250 | $5,161-75.8% | $4,137-69.8% | $4,839-74.2% |
| Participant deferral / active EE | $1,250 | $6,440-80.6% | $5,506-77.3% | $6,342-80.3% |
| Admin fee / account holder | $109 | $13,262-99.2% | $10,280-98.9% | $12,315-99.1% |