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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 | $162,136-95.7% | $152,301-95.4% | $154,746-95.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 8161.54% | 91.02%+8070.5pp | 80.50%+8081.0pp | 172.34%+7989.2pp |
| Employer contribution / active EE | $1,616 | $4,890-67.0% | $4,624-65.1% | $4,379-63.1% |
| Participant deferral / active EE | $1,616 | $8,341-80.6% | $8,004-79.8% | $6,730-76.0% |
| Admin fee / account holder | $8 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |