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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 | $2,276 | $175,231-98.7% | $149,696-98.5% | $139,466-98.4% |
| Participation rate | 18.8% | 83.4%-64.6pp | 78.8%-60.0pp | 80.3%-61.6pp |
| Annual return | 37.06% | 166.77%-129.7pp | 134.46%-97.4pp | 373.66%-336.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $264 | $6,521-95.9% | $5,682-95.3% | $6,712-96.1% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |