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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 | $9,711 | $202,345-95.2% | $172,755-94.4% | $152,885-93.6% |
| Participation rate | 11.8% | 87.1%-75.3pp | 82.6%-70.9pp | 82.5%-70.7pp |
| Annual return | 37.97% | 1029.77%-991.8pp | 802.94%-765.0pp | 345.39%-307.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $352 | $5,948-94.1% | $5,198-93.2% | $5,851-94.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |