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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 | $16,587 | $139,948-88.1% | $121,663-86.4% | $154,746-89.3% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 14.99% | 230.52%-215.5pp | 147.54%-132.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $994 | $3,521-71.8% | $3,020-67.1% | $4,379-77.3% |
| Participant deferral / active EE | $994 | $5,629-82.3% | $4,887-79.7% | $6,730-85.2% |
| Admin fee / account holder | $165 | $17,321-99.0% | $14,289-98.8% | $14,365-98.8% |