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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 | $8,401 | $160,040-94.8% | $147,096-94.3% | $145,877-94.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.11% | 98.49%-80.4pp | 419.75%-401.6pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,146 | $5,289-78.3% | $4,936-76.8% | $4,663-75.4% |
| Participant deferral / active EE | $1,146 | $8,429-86.4% | $8,071-85.8% | $6,691-82.9% |
| Admin fee / account holder | $22 | $15,050-99.9% | $13,005-99.8% | $13,402-99.8% |