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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 | $2,258 | $209,425-98.9% | $178,499-98.7% | $158,966-98.6% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 16.39% | 188.80%-172.4pp | 151.10%-134.7pp | 302.95%-286.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $141 | $5,955-97.6% | $5,202-97.3% | $5,983-97.6% |
| Admin fee / account holder | $167 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |