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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 | $8,603 | $150,447-94.3% | $136,298-93.7% | $147,586-94.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 36.31% | 1049.15%-1012.8pp | 5156.27%-5120.0pp | 578.59%-542.3pp |
| Employer contribution / active EE | $2,054 | $5,256-60.9% | $4,696-56.3% | $4,876-57.9% |
| Participant deferral / active EE | $2,054 | $6,631-69.0% | $6,247-67.1% | $5,439-62.2% |
| Admin fee / account holder | $21 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |