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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 | $21,728 | $150,447-85.6% | $136,298-84.1% | $147,586-85.3% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 18.12% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,493 | $5,256-71.6% | $4,696-68.2% | $4,876-69.4% |
| Participant deferral / active EE | $1,851 | $6,631-72.1% | $6,247-70.4% | $5,439-66.0% |
| Admin fee / account holder | $225 | $10,906-97.9% | $9,244-97.6% | $10,886-97.9% |