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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 | $22,814 | $150,447-84.8% | $136,298-83.3% | $147,586-84.5% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 23.60% | 1049.15%-1025.6pp | 5156.27%-5132.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,105 | $6,631-68.3% | $6,247-66.3% | $5,439-61.3% |
| Admin fee / account holder | $131 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |