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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 | $19,623 | $150,446-87.0% | $136,297-85.6% | $147,585-86.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 14.11% | 1049.14%-1035.0pp | 5156.19%-5142.1pp | 578.58%-564.5pp |
| Employer contribution / active EE | $1,724 | $5,256-67.2% | $4,696-63.3% | $4,876-64.6% |
| Participant deferral / active EE | $1,724 | $6,631-74.0% | $6,247-72.4% | $5,439-68.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |