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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 | $9,671 | $150,447-93.6% | $136,298-92.9% | $147,586-93.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.74% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.9pp |
| Employer contribution / active EE | $896 | $5,256-82.9% | $4,696-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $913 | $6,631-86.2% | $6,247-85.4% | $5,439-83.2% |
| Admin fee / account holder | $82 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |