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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 | $9,687 | $150,447-93.6% | $136,298-92.9% | $147,586-93.4% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 29.55% | 1049.15%-1019.6pp | 5156.27%-5126.7pp | 578.59%-549.0pp |
| Employer contribution / active EE | $1,050 | $5,256-80.0% | $4,696-77.6% | $4,876-78.5% |
| Participant deferral / active EE | $1,201 | $6,631-81.9% | $6,247-80.8% | $5,439-77.9% |
| Admin fee / account holder | $48 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |