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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 | $7,534 | $183,988-95.9% | $162,177-95.4% | $152,897-95.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 40.34% | 150.79%-110.4pp | 115.60%-75.3pp | 345.43%-305.1pp |
| Employer contribution / active EE | $1,398 | $6,370-78.1% | $5,613-75.1% | $4,764-70.7% |
| Participant deferral / active EE | $1,496 | $8,032-81.4% | $7,297-79.5% | $5,851-74.4% |
| Admin fee / account holder | $67 | $13,123-99.5% | $10,843-99.4% | $11,599-99.4% |