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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 | $4,508 | $96,643-95.3% | $86,617-94.8% | $139,456-96.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 17.89% | 106.57%-88.7pp | 591.91%-574.0pp | 373.45%-355.6pp |
| Employer contribution / active EE | $440 | $3,264-86.5% | $3,023-85.4% | $4,753-90.7% |
| Participant deferral / active EE | $707 | $4,835-85.4% | $4,437-84.1% | $6,711-89.5% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |