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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 | $2,129 | $160,028-98.7% | $147,080-98.6% | $145,884-98.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 54.29% | 98.60%-44.3pp | 420.17%-365.9pp | 551.85%-497.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,126 | $8,422-86.6% | $8,066-86.0% | $6,690-83.2% |
| Admin fee / account holder | $42 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |