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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 | $13,746 | $138,076-90.0% | $123,553-88.9% | $135,380-89.8% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | 1183.29% | 153.70%+1029.6pp | 119.21%+1064.1pp | 519.81%+663.5pp |
| Employer contribution / active EE | $1,035 | $5,152-79.9% | $4,628-77.6% | $4,779-78.3% |
| Participant deferral / active EE | $1,284 | $6,800-81.1% | $6,426-80.0% | $5,609-77.1% |
| Admin fee / account holder | $27 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |