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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 | $7,406 | $125,778-94.1% | $114,563-93.5% | $154,746-95.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 19.99% | 295.14%-275.1pp | 241.09%-221.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $407 | $2,806-85.5% | $2,592-84.3% | $4,379-90.7% |
| Participant deferral / active EE | $407 | $4,445-90.8% | $4,142-90.2% | $6,730-93.9% |
| Admin fee / account holder | $15 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |