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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 | $2,431 | $217,432-98.9% | $185,849-98.7% | $167,536-98.5% |
| Participation rate | 15.4% | 86.1%-70.7pp | 81.7%-66.3pp | 82.1%-66.7pp |
| Annual return | 15.81% | 148.42%-132.6pp | 122.10%-106.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $50 | $6,357-99.2% | $5,569-99.1% | $6,342-99.2% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |