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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 | $8,496 | $176,077-95.2% | $159,455-94.7% | $167,518-94.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 47.75% | 331.83%-284.1pp | 263.63%-215.9pp | 478.71%-431.0pp |
| Employer contribution / active EE | $1,706 | $5,298-67.8% | $4,830-64.7% | $4,838-64.8% |
| Participant deferral / active EE | $1,706 | $7,751-78.0% | $7,353-76.8% | $6,342-73.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |