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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 | $30,842 | $171,867-82.1% | $149,716-79.4% | $147,585-79.1% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 13.32% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.58%-565.3pp |
| Employer contribution / active EE | $1,925 | $6,275-69.3% | $5,444-64.6% | $4,876-60.5% |
| Participant deferral / active EE | $2,265 | $7,270-68.8% | $6,568-65.5% | $5,439-58.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |