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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 | $2,483 | $209,422-98.8% | $178,503-98.6% | $158,982-98.4% |
| Participation rate | 18.2% | 86.4%-68.2pp | 81.9%-63.7pp | 82.0%-63.8pp |
| Annual return | 25.35% | 188.81%-163.5pp | 151.12%-125.8pp | 302.99%-277.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $219 | $5,955-96.3% | $5,202-95.8% | $5,983-96.3% |
| Admin fee / account holder | $8 | $17,079-100.0% | $13,987-99.9% | $11,252-99.9% |