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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 | $16,975 | $150,442-88.7% | $136,295-87.5% | $147,585-88.5% |
| Participation rate | 52.2% | 84.4%-32.2pp | 81.9%-29.7pp | 82.8%-30.7pp |
| Annual return | 181.18% | 1049.09%-867.9pp | 5155.97%-4974.8pp | 578.56%-397.4pp |
| Employer contribution / active EE | $1,348 | $5,256-74.4% | $4,695-71.3% | $4,876-72.4% |
| Participant deferral / active EE | $945 | $6,630-85.7% | $6,247-84.9% | $5,439-82.6% |
| Admin fee / account holder | $104 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |