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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 | $16,577 | $159,978-89.6% | $147,041-88.7% | $145,978-88.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.14% | 98.36%-76.2pp | 419.21%-397.1pp | 550.52%-528.4pp |
| Employer contribution / active EE | $1,460 | $5,288-72.4% | $4,935-70.4% | $4,662-68.7% |
| Participant deferral / active EE | $1,441 | $8,429-82.9% | $8,071-82.1% | $6,690-78.5% |
| Admin fee / account holder | $49 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |