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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 | $2,783 | $165,399-98.3% | $149,745-98.1% | $158,982-98.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 198.62% | 348.34%-149.7pp | 276.72%-78.1pp | 302.99%-104.4pp |
| Employer contribution / active EE | $977 | $5,105-80.9% | $4,646-79.0% | $4,763-79.5% |
| Participant deferral / active EE | $1,373 | $7,183-80.9% | $6,843-79.9% | $5,983-77.1% |
| Admin fee / account holder | $9 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |