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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 | $11,579 | $124,175-90.7% | $108,405-89.3% | $167,536-93.1% |
| Participation rate | 40.0% | 82.3%-42.3pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 32.06% | 1380.13%-1348.1pp | 905.55%-873.5pp | 478.82%-446.8pp |
| Employer contribution / active EE | $1,058 | $4,188-74.7% | $3,559-70.3% | $4,839-78.1% |
| Participant deferral / active EE | $1,058 | $6,908-84.7% | $6,563-83.9% | $6,342-83.3% |
| Admin fee / account holder | $7 | $9,457-99.9% | $7,297-99.9% | $12,315-99.9% |