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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 | $4,086 | $180,749-97.7% | $160,784-97.5% | $137,256-97.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 25.35% | 2234.46%-2209.1pp | 1803.92%-1778.6pp | 220.34%-195.0pp |
| Employer contribution / active EE | $539 | $4,155-87.0% | $3,733-85.6% | $4,156-87.0% |
| Participant deferral / active EE | $862 | $6,844-87.4% | $6,293-86.3% | $6,407-86.5% |
| Admin fee / account holder | $38 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |