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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 | $8,600 | $150,447-94.3% | $136,298-93.7% | $147,586-94.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 69.15% | 1049.15%-980.0pp | 5156.27%-5087.1pp | 578.59%-509.4pp |
| Employer contribution / active EE | $1,086 | $5,256-79.3% | $4,696-76.9% | $4,876-77.7% |
| Participant deferral / active EE | $1,605 | $6,631-75.8% | $6,247-74.3% | $5,439-70.5% |
| Admin fee / account holder | $58 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |