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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 | $1,967 | $226,105-99.1% | $182,540-98.9% | $152,897-98.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 31.98% | 192.58%-160.6pp | 148.58%-116.6pp | 345.43%-313.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $284 | $6,370-95.5% | $5,525-94.9% | $5,851-95.2% |
| Admin fee / account holder | $20 | $10,706-99.8% | $8,593-99.8% | $11,599-99.8% |