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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 | $4,135 | $100,938-95.9% | $90,461-95.4% | $158,982-97.4% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 39.78% | 1727.20%-1687.4pp | 1294.76%-1255.0pp | 302.99%-263.2pp |
| Employer contribution / active EE | $2,687 | $3,691-27.2% | $3,264-17.7% | $4,763-43.6% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $140 | $6,510-97.9% | $5,617-97.5% | $11,252-98.8% |