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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 | $24,406 | $171,867-85.8% | $149,718-83.7% | $147,585-83.5% |
| Participation rate | 44.4% | 88.2%-43.7pp | 87.1%-42.6pp | 82.8%-38.4pp |
| Annual return | 17.51% | 2113.36%-2095.9pp | 1501.70%-1484.2pp | 578.57%-561.1pp |
| Employer contribution / active EE | $1,488 | $6,275-76.3% | $5,444-72.7% | $4,876-69.5% |
| Participant deferral / active EE | $2,403 | $7,270-66.9% | $6,568-63.4% | $5,439-55.8% |
| Admin fee / account holder | $213 | $13,799-98.5% | $11,283-98.1% | $10,885-98.0% |