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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 | $15,391 | $166,089-90.7% | $164,928-90.7% | $145,978-89.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.64% | 100.26%-90.6pp | 70.08%-60.4pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,244 | $5,276-76.4% | $4,343-71.4% | $4,662-73.3% |
| Participant deferral / active EE | $1,244 | $6,961-82.1% | $6,034-79.4% | $6,690-81.4% |
| Admin fee / account holder | $20 | $16,641-99.9% | $12,684-99.8% | $13,400-99.9% |