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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 | $13,282 | $134,817-90.1% | $123,973-89.3% | $155,188-91.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 19.30% | 515.49%-496.2pp | 388.13%-368.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,350 | $4,425-69.5% | $4,126-67.3% | $4,248-68.2% |
| Participant deferral / active EE | $1,710 | $5,706-70.0% | $5,247-67.4% | $6,531-73.8% |
| Admin fee / account holder | $123 | $13,245-99.1% | $11,799-99.0% | $14,480-99.2% |