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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 | $15,760 | $183,592-91.4% | $155,574-89.9% | $145,877-89.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.33% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,438 | $5,317-54.2% | $4,676-47.9% | $4,663-47.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |