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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 | $10,798 | $159,978-93.3% | $147,041-92.7% | $145,978-92.6% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 15.69% | 98.36%-82.7pp | 419.21%-403.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,233 | $5,288-76.7% | $4,935-75.0% | $4,662-73.5% |
| Participant deferral / active EE | $1,845 | $8,429-78.1% | $8,071-77.1% | $6,690-72.4% |
| Admin fee / account holder | $126 | $15,053-99.2% | $13,006-99.0% | $13,400-99.1% |