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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 | $9,303 | $209,422-95.6% | $178,503-94.8% | $158,982-94.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 50.77% | 188.81%-138.0pp | 151.12%-100.3pp | 302.99%-252.2pp |
| Employer contribution / active EE | $3,626 | $5,707-36.5% | $5,011-27.7% | $4,763-23.9% |
| Participant deferral / active EE | $1,629 | $5,955-72.6% | $5,202-68.7% | $5,983-72.8% |
| Admin fee / account holder | $38 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |