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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 | $7,918 | $150,442-94.7% | $136,295-94.2% | $147,585-94.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 33.78% | 1049.09%-1015.3pp | 5155.97%-5122.2pp | 578.56%-544.8pp |
| Employer contribution / active EE | $1,248 | $5,256-76.2% | $4,695-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $1,757 | $6,630-73.5% | $6,247-71.9% | $5,439-67.7% |
| Admin fee / account holder | $66 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |