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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 | $1,052 | $175,231-99.4% | $149,696-99.3% | $139,466-99.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 37.09% | 166.77%-129.7pp | 134.46%-97.4pp | 373.66%-336.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $249 | $6,521-96.2% | $5,682-95.6% | $6,712-96.3% |
| Admin fee / account holder | $3 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |