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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 | $1,386 | $159,978-99.1% | $147,041-99.1% | $145,978-99.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 25.17% | 98.36%-73.2pp | 419.21%-394.0pp | 550.52%-525.3pp |
| Employer contribution / active EE | $1,092 | $5,288-79.3% | $4,935-77.9% | $4,662-76.6% |
| Participant deferral / active EE | $1,348 | $8,429-84.0% | $8,071-83.3% | $6,690-79.8% |
| Admin fee / account holder | $23 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |