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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 | $7,398 | $150,447-95.1% | $136,298-94.6% | $147,586-95.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 33.88% | 1049.15%-1015.3pp | 5156.27%-5122.4pp | 578.59%-544.7pp |
| Employer contribution / active EE | $1,772 | $5,256-66.3% | $4,696-62.3% | $4,876-63.7% |
| Participant deferral / active EE | $2,047 | $6,631-69.1% | $6,247-67.2% | $5,439-62.4% |
| Admin fee / account holder | $170 | $10,906-98.4% | $9,244-98.2% | $10,886-98.4% |