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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 | $18,456 | $202,345-90.9% | $172,755-89.3% | $152,885-87.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.73% | 1029.77%-1004.0pp | 802.94%-777.2pp | 345.39%-319.7pp |
| Employer contribution / active EE | $1,480 | $5,858-74.7% | $5,144-71.2% | $4,763-68.9% |
| Participant deferral / active EE | $1,550 | $5,948-73.9% | $5,198-70.2% | $5,851-73.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |