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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 | $9,792 | $150,445-93.5% | $136,297-92.8% | $147,585-93.4% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 25.35% | 1049.14%-1023.8pp | 5156.16%-5130.8pp | 578.57%-553.2pp |
| Employer contribution / active EE | $1,124 | $5,256-78.6% | $4,696-76.1% | $4,876-76.9% |
| Participant deferral / active EE | $1,345 | $6,631-79.7% | $6,247-78.5% | $5,439-75.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |