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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 | $18,309 | $150,447-87.8% | $136,298-86.6% | $147,586-87.6% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 20.29% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $952 | $5,256-81.9% | $4,696-79.7% | $4,876-80.5% |
| Participant deferral / active EE | $1,126 | $6,631-83.0% | $6,247-82.0% | $5,439-79.3% |
| Admin fee / account holder | $64 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |