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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 | $217,427-98.9% | $185,837-98.7% | $167,518-98.5% |
| Participation rate | 15.4% | 86.0%-70.7pp | 81.7%-66.3pp | 82.1%-66.7pp |
| Annual return | 15.81% | 148.39%-132.6pp | 122.08%-106.3pp | 478.71%-462.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $50 | $6,357-99.2% | $5,568-99.1% | $6,342-99.2% |
| Admin fee / account holder | $20 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |