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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 | $21,168 | $150,447-85.9% | $136,298-84.5% | $147,586-85.7% |
| Participation rate | 52.4% | 84.4%-32.0pp | 81.9%-29.5pp | 82.8%-30.4pp |
| Annual return | 30.27% | 1049.15%-1018.9pp | 5156.27%-5126.0pp | 578.59%-548.3pp |
| Employer contribution / active EE | $902 | $5,256-82.8% | $4,696-80.8% | $4,876-81.5% |
| Participant deferral / active EE | $1,617 | $6,631-75.6% | $6,247-74.1% | $5,439-70.3% |
| Admin fee / account holder | $104 | $10,906-99.0% | $9,244-98.9% | $10,886-99.0% |