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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 | $11,259 | $202,345-94.4% | $172,755-93.5% | $152,885-92.6% |
| Participation rate | 31.8% | 87.1%-55.2pp | 82.6%-50.8pp | 82.5%-50.6pp |
| Annual return | 29.33% | 1029.77%-1000.4pp | 802.94%-773.6pp | 345.39%-316.1pp |
| Employer contribution / active EE | $1,378 | $5,858-76.5% | $5,144-73.2% | $4,763-71.1% |
| Participant deferral / active EE | $1,617 | $5,948-72.8% | $5,198-68.9% | $5,851-72.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |