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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 | $2,509 | $168,626-98.5% | $133,698-98.1% | $145,897-98.3% |
| Participation rate | 12.5% | 80.4%-67.9pp | 76.4%-63.9pp | 80.3%-67.8pp |
| Annual return | 221.74% | 1168.99%-947.3pp | 580.90%-359.2pp | 552.29%-330.6pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $295 | $8,688-96.6% | $7,016-95.8% | $6,689-95.6% |
| Admin fee / account holder | $138 | $9,638-98.6% | $6,703-97.9% | $13,390-99.0% |