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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 | $23,572 | $150,447-84.3% | $136,298-82.7% | $147,586-84.0% |
| Participation rate | 29.4% | 84.4%-55.0pp | 81.9%-52.5pp | 82.8%-53.4pp |
| Annual return | 22.53% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,707 | $5,256-67.5% | $4,696-63.7% | $4,876-65.0% |
| Participant deferral / active EE | $1,744 | $6,631-73.7% | $6,247-72.1% | $5,439-67.9% |
| Admin fee / account holder | $100 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |