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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 | $1,088 | $198,462-99.5% | $170,439-99.4% | $147,585-99.3% |
| Participation rate | 14.3% | 88.0%-73.7pp | 83.6%-69.3pp | 82.8%-68.5pp |
| Annual return | 19.86% | 257.30%-237.4pp | 205.94%-186.1pp | 578.58%-558.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $200 | $5,629-96.4% | $4,939-96.0% | $5,439-96.3% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |