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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 | $6,911 | $171,867-96.0% | $149,721-95.4% | $147,586-95.3% |
| Participation rate | 23.8% | 88.2%-64.4pp | 87.1%-63.3pp | 82.8%-59.0pp |
| Annual return | 29.26% | 2113.36%-2084.1pp | 1501.67%-1472.4pp | 578.59%-549.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $872 | $7,270-88.0% | $6,568-86.7% | $5,439-84.0% |
| Admin fee / account holder | $29 | $13,799-99.8% | $11,282-99.7% | $10,886-99.7% |