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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 | $14,619 | $150,447-90.3% | $136,298-89.3% | $147,586-90.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.18% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,104 | $5,256-79.0% | $4,696-76.5% | $4,876-77.4% |
| Participant deferral / active EE | $1,439 | $6,631-78.3% | $6,247-77.0% | $5,439-73.5% |
| Admin fee / account holder | $7 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |