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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 | $7,408 | $150,447-95.1% | $136,298-94.6% | $147,586-95.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 29.49% | 1049.15%-1019.7pp | 5156.27%-5126.8pp | 578.59%-549.1pp |
| Employer contribution / active EE | $1,271 | $5,256-75.8% | $4,696-72.9% | $4,876-73.9% |
| Participant deferral / active EE | $1,694 | $6,631-74.4% | $6,247-72.9% | $5,439-68.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |