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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 | $4,187 | $106,008-96.1% | $92,240-95.5% | $147,586-97.2% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 44.65% | 50.05%-5.4pp | 176.29%-131.6pp | 578.59%-533.9pp |
| Employer contribution / active EE | $757 | $4,333-82.5% | $3,680-79.4% | $4,876-84.5% |
| Participant deferral / active EE | $1,047 | $4,478-76.6% | $3,897-73.1% | $5,439-80.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |