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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 | $2,197 | $159,934-98.6% | $147,005-98.5% | $145,959-98.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.09% | 98.24%-73.2pp | 418.76%-393.7pp | 561.95%-536.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $288 | $8,427-96.6% | $8,070-96.4% | $6,689-95.7% |
| Admin fee / account holder | $24 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |