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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 | $21,472 | $150,447-85.7% | $136,298-84.2% | $147,586-85.5% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 18.78% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,124 | $5,256-78.6% | $4,696-76.1% | $4,876-77.0% |
| Participant deferral / active EE | $1,124 | $6,631-83.1% | $6,247-82.0% | $5,439-79.3% |
| Admin fee / account holder | $132 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |