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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 | $14,206 | $150,447-90.6% | $136,298-89.6% | $147,586-90.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 13.64% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,045 | $5,256-61.1% | $4,696-56.5% | $4,876-58.1% |
| Participant deferral / active EE | $2,112 | $6,631-68.1% | $6,247-66.2% | $5,439-61.2% |
| Admin fee / account holder | $133 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |