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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 | $13,931 | $198,457-93.0% | $170,435-91.8% | $147,586-90.6% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 40.66% | 257.30%-216.6pp | 205.94%-165.3pp | 578.59%-537.9pp |
| Employer contribution / active EE | $3,120 | $6,183-49.5% | $5,432-42.6% | $4,876-36.0% |
| Participant deferral / active EE | $1,786 | $5,629-68.3% | $4,939-63.8% | $5,439-67.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |