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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 | $4,439 | $159,978-97.2% | $147,041-97.0% | $145,978-97.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.76% | 98.36%-88.6pp | 419.21%-409.4pp | 550.52%-540.8pp |
| Employer contribution / active EE | $1,076 | $5,288-79.7% | $4,935-78.2% | $4,662-76.9% |
| Participant deferral / active EE | $1,306 | $8,429-84.5% | $8,071-83.8% | $6,690-80.5% |
| Admin fee / account holder | $88 | $15,053-99.4% | $13,006-99.3% | $13,400-99.3% |