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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 | $8,007 | $209,874-96.2% | $189,537-95.8% | $167,536-95.2% |
| Participation rate | 11.1% | 88.7%-77.6pp | 87.8%-76.7pp | 82.1%-71.0pp |
| Annual return | 16.33% | 748.61%-732.3pp | 555.34%-539.0pp | 478.82%-462.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $77 | $8,934-99.1% | $8,220-99.1% | $6,342-98.8% |
| Admin fee / account holder | $26 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |