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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 | $26,935 | $160,059-83.2% | $140,019-80.8% | $135,380-80.1% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | 79.02% | 911.48%-832.5pp | 651.17%-572.1pp | 519.81%-440.8pp |
| Employer contribution / active EE | $1,550 | $6,420-75.9% | $5,605-72.4% | $4,779-67.6% |
| Participant deferral / active EE | $1,741 | $7,641-77.2% | $6,927-74.9% | $5,609-69.0% |
| Admin fee / account holder | $132 | $13,328-99.0% | $10,705-98.8% | $10,828-98.8% |