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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 | $8,990 | $142,354-93.7% | $125,529-92.8% | $155,188-94.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.7%-34.7pp | 80.8%-40.8pp |
| Annual return | 76.14% | 306.06%-229.9pp | 202.56%-126.4pp | 148.84%-72.7pp |
| Employer contribution / active EE | $679 | $3,501-80.6% | $3,058-77.8% | $4,248-84.0% |
| Participant deferral / active EE | $1,380 | $5,491-74.9% | $4,813-71.3% | $6,531-78.9% |
| Admin fee / account holder | $52 | $19,392-99.7% | $16,298-99.7% | $14,480-99.6% |