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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 | $2,797 | $96,678-97.1% | $86,640-96.8% | $139,466-98.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 44.51% | 106.69%-62.2pp | 592.52%-548.0pp | 373.66%-329.2pp |
| Employer contribution / active EE | $537 | $3,265-83.6% | $3,024-82.2% | $4,754-88.7% |
| Participant deferral / active EE | $806 | $4,837-83.3% | $4,438-81.8% | $6,712-88.0% |
| Admin fee / account holder | $3 | $6,410-100.0% | $5,616-99.9% | $11,409-100.0% |