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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 | $11,509 | $175,257-93.4% | $149,717-92.3% | $139,456-91.7% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 26.51% | 166.70%-140.2pp | 134.41%-107.9pp | 373.45%-346.9pp |
| Employer contribution / active EE | $1,111 | $5,477-79.7% | $4,820-77.0% | $4,753-76.6% |
| Participant deferral / active EE | $1,111 | $6,521-83.0% | $5,682-80.5% | $6,711-83.5% |
| Admin fee / account holder | $42 | $16,156-99.7% | $13,213-99.7% | $11,407-99.6% |