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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 | $10,277 | $150,447-93.2% | $136,298-92.5% | $147,586-93.0% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 21.99% | 1049.15%-1027.2pp | 5156.27%-5134.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,027 | $5,256-80.5% | $4,696-78.1% | $4,876-78.9% |
| Participant deferral / active EE | $593 | $6,631-91.1% | $6,247-90.5% | $5,439-89.1% |
| Admin fee / account holder | $130 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |