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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 | $1,265 | $202,345-99.4% | $172,755-99.3% | $152,885-99.2% |
| Participation rate | 18.2% | 87.1%-68.9pp | 82.6%-64.5pp | 82.5%-64.3pp |
| Annual return | 28.13% | 1029.77%-1001.6pp | 802.94%-774.8pp | 345.39%-317.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $118 | $5,948-98.0% | $5,198-97.7% | $5,851-98.0% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |