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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 | $4,137 | $175,231-97.6% | $149,696-97.2% | $139,466-97.0% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.6pp | 80.3%-58.1pp |
| Annual return | 59.39% | 166.77%-107.4pp | 134.46%-75.1pp | 373.66%-314.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $706 | $6,521-89.2% | $5,682-87.6% | $6,712-89.5% |
| Admin fee / account holder | $36 | $16,155-99.8% | $13,212-99.7% | $11,409-99.7% |