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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 | $5,841 | $150,447-96.1% | $136,298-95.7% | $147,586-96.0% |
| Participation rate | 16.7% | 84.4%-67.8pp | 81.9%-65.3pp | 82.8%-66.2pp |
| Annual return | 20.14% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $258 | $6,631-96.1% | $6,247-95.9% | $5,439-95.3% |
| Admin fee / account holder | $67 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |