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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 | $15,399 | $171,867-91.0% | $149,721-89.7% | $147,586-89.6% |
| Participation rate | 46.7% | 88.2%-41.5pp | 87.1%-40.4pp | 82.8%-36.2pp |
| Annual return | 12.99% | 2113.36%-2100.4pp | 1501.67%-1488.7pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $257 | $7,270-96.5% | $6,568-96.1% | $5,439-95.3% |
| Admin fee / account holder | $195 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |