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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 | $3,852 | $96,419-96.0% | $80,648-95.2% | $139,487-97.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 35.74% | 1352.86%-1317.1pp | 937.21%-901.5pp | 373.84%-338.1pp |
| Employer contribution / active EE | $733 | $3,261-77.5% | $2,724-73.1% | $4,755-84.6% |
| Participant deferral / active EE | $800 | $5,225-84.7% | $4,443-82.0% | $6,713-88.1% |
| Admin fee / account holder | $25 | $6,605-99.6% | $5,382-99.5% | $11,407-99.8% |