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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 | $162,136-91.1% | $152,301-90.5% | $154,746-90.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.07% | 91.02%-77.0pp | 80.50%-66.4pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,218 | $4,890-75.1% | $4,624-73.7% | $4,379-72.2% |
| Participant deferral / active EE | $1,218 | $8,341-85.4% | $8,004-84.8% | $6,730-81.9% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |