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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 | $9,079 | $174,379-94.8% | $152,093-94.0% | $138,895-93.5% |
| Participation rate | 55.0% | 81.6%-26.6pp | 77.8%-22.8pp | 79.9%-24.9pp |
| Annual return | 1135.11% | 74.86%+1060.2pp | 66.36%+1068.7pp | 145.39%+989.7pp |
| Employer contribution / active EE | $1,100 | $4,652-76.4% | $4,175-73.7% | $4,194-73.8% |
| Participant deferral / active EE | $400 | $6,159-93.5% | $5,451-92.7% | $6,396-93.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |