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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 | $11,951 | $139,948-91.5% | $121,663-90.2% | $154,746-92.3% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 26.76% | 230.52%-203.8pp | 147.54%-120.8pp | 172.34%-145.6pp |
| Employer contribution / active EE | $1,366 | $3,521-61.2% | $3,020-54.8% | $4,379-68.8% |
| Participant deferral / active EE | $1,366 | $5,629-75.7% | $4,887-72.1% | $6,730-79.7% |
| Admin fee / account holder | $19 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |