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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 | $5,049 | $150,442-96.6% | $136,295-96.3% | $147,585-96.6% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 15.51% | 1049.09%-1033.6pp | 5155.97%-5140.5pp | 578.56%-563.0pp |
| Employer contribution / active EE | $1,235 | $5,256-76.5% | $4,695-73.7% | $4,876-74.7% |
| Participant deferral / active EE | $191 | $6,630-97.1% | $6,247-96.9% | $5,439-96.5% |
| Admin fee / account holder | $44 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |