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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 | $2,396 | $217,432-98.9% | $185,849-98.7% | $167,536-98.6% |
| Participation rate | 36.4% | 86.1%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 71.52% | 148.42%-76.9pp | 122.10%-50.6pp | 478.82%-407.3pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $754 | $6,357-88.1% | $5,569-86.5% | $6,342-88.1% |
| Admin fee / account holder | $60 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |