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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 | $9,826 | $150,447-93.5% | $136,298-92.8% | $147,586-93.3% |
| Participation rate | 47.6% | 84.4%-36.8pp | 81.9%-34.3pp | 82.8%-35.2pp |
| Annual return | 22.21% | 1049.15%-1026.9pp | 5156.27%-5134.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,333 | $5,256-74.6% | $4,696-71.6% | $4,876-72.7% |
| Participant deferral / active EE | $1,760 | $6,631-73.5% | $6,247-71.8% | $5,439-67.6% |
| Admin fee / account holder | $55 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |