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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 | $8,416 | $180,749-95.3% | $160,784-94.8% | $137,256-93.9% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 27.58% | 2234.46%-2206.9pp | 1803.92%-1776.3pp | 220.34%-192.8pp |
| Employer contribution / active EE | $932 | $4,155-77.6% | $3,733-75.0% | $4,156-77.6% |
| Participant deferral / active EE | $932 | $6,844-86.4% | $6,293-85.2% | $6,407-85.5% |
| Admin fee / account holder | $34 | $10,397-99.7% | $9,717-99.7% | $12,270-99.7% |