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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 | $12,588 | $171,867-92.7% | $149,721-91.6% | $147,586-91.5% |
| Participation rate | 52.2% | 88.2%-36.0pp | 87.1%-34.9pp | 82.8%-30.7pp |
| Annual return | 9.19% | 2113.36%-2104.2pp | 1501.67%-1492.5pp | 578.59%-569.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $423 | $7,270-94.2% | $6,568-93.6% | $5,439-92.2% |
| Admin fee / account holder | $70 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |