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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 | $14,463 | $155,555-90.7% | $146,866-90.2% | $155,188-90.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 14.07% | 115.41%-101.3pp | 102.85%-88.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,218 | $4,647-73.8% | $4,425-72.5% | $4,248-71.3% |
| Participant deferral / active EE | $1,218 | $8,044-84.9% | $7,759-84.3% | $6,531-81.4% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |