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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 | $2,798 | $202,345-98.6% | $172,755-98.4% | $152,885-98.2% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 23.33% | 1029.77%-1006.4pp | 802.94%-779.6pp | 345.39%-322.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $372 | $5,948-93.7% | $5,198-92.8% | $5,851-93.6% |
| Admin fee / account holder | $9 | $17,111-100.0% | $13,955-99.9% | $11,598-99.9% |