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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 | $3,759 | $183,978-98.0% | $162,171-97.7% | $152,885-97.5% |
| Participation rate | 42.9% | 88.5%-45.6pp | 87.6%-44.7pp | 82.5%-39.6pp |
| Annual return | 25.73% | 150.78%-125.1pp | 115.60%-89.9pp | 345.39%-319.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $171 | $8,033-97.9% | $7,297-97.7% | $5,851-97.1% |
| Admin fee / account holder | $20 | $13,122-99.8% | $10,843-99.8% | $11,598-99.8% |