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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 | $4,890 | $183,988-97.3% | $162,177-97.0% | $152,897-96.8% |
| Participation rate | 31.6% | 88.5%-56.9pp | 87.6%-56.0pp | 82.5%-50.9pp |
| Annual return | 38.42% | 150.79%-112.4pp | 115.60%-77.2pp | 345.43%-307.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $882 | $8,032-89.0% | $7,297-87.9% | $5,851-84.9% |
| Admin fee / account holder | $29 | $13,123-99.8% | $10,843-99.7% | $11,599-99.7% |