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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 | $2,426 | $202,463-98.8% | $169,397-98.6% | $139,487-98.3% |
| Participation rate | 15.4% | 81.1%-65.7pp | 77.2%-61.8pp | 80.3%-65.0pp |
| Annual return | 47.39% | 532.64%-485.3pp | 406.23%-358.8pp | 373.84%-326.5pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $256 | $6,941-96.3% | $6,223-95.9% | $6,713-96.2% |
| Admin fee / account holder | $5 | $10,726-100.0% | $9,017-99.9% | $11,407-100.0% |