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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 | $18,506 | $171,867-89.2% | $149,721-87.6% | $147,586-87.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 29.52% | 2113.36%-2083.8pp | 1501.67%-1472.1pp | 578.59%-549.1pp |
| Employer contribution / active EE | $2,412 | $6,275-61.6% | $5,444-55.7% | $4,876-50.5% |
| Participant deferral / active EE | $175 | $7,270-97.6% | $6,568-97.3% | $5,439-96.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |