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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 | $8,489 | $156,398-94.6% | $147,318-94.2% | $138,895-93.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 44.88% | 78.75%-33.9pp | 70.43%-25.5pp | 145.39%-100.5pp |
| Employer contribution / active EE | $1,105 | $4,853-77.2% | $4,593-76.0% | $4,194-73.7% |
| Participant deferral / active EE | $1,191 | $8,237-85.5% | $7,906-84.9% | $6,396-81.4% |
| Admin fee / account holder | $12 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |