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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 | $6,999 | $155,555-95.5% | $146,866-95.2% | $155,188-95.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 8161.54% | 115.41%+8046.1pp | 102.85%+8058.7pp | 148.84%+8012.7pp |
| Employer contribution / active EE | $1,616 | $4,647-65.2% | $4,425-63.5% | $4,248-62.0% |
| Participant deferral / active EE | $1,616 | $8,044-79.9% | $7,759-79.2% | $6,531-75.3% |
| Admin fee / account holder | $8 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |