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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 | $29,006 | $171,867-83.1% | $149,716-80.6% | $147,585-80.3% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 12.72% | 2113.36%-2100.6pp | 1501.67%-1488.9pp | 578.58%-565.9pp |
| Employer contribution / active EE | $6,664 | $6,275+6.2% | $5,444+22.4% | $4,876+36.7% |
| Participant deferral / active EE | $1,584 | $7,270-78.2% | $6,568-75.9% | $5,439-70.9% |
| Admin fee / account holder | $58 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |