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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 | $2,552 | $171,867-98.5% | $149,721-98.3% | $147,586-98.3% |
| Participation rate | 22.2% | 88.2%-66.0pp | 87.1%-64.8pp | 82.8%-60.6pp |
| Annual return | 27.86% | 2113.36%-2085.5pp | 1501.67%-1473.8pp | 578.59%-550.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $411 | $7,270-94.4% | $6,568-93.7% | $5,439-92.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |