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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 | $4,458 | $171,867-97.4% | $149,721-97.0% | $147,586-97.0% |
| Participation rate | 21.7% | 88.2%-66.4pp | 87.1%-65.3pp | 82.8%-61.1pp |
| Annual return | 18.99% | 2113.36%-2094.4pp | 1501.67%-1482.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $361 | $7,270-95.0% | $6,568-94.5% | $5,439-93.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |