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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 | $508 | $175,257-99.7% | $149,717-99.7% | $139,456-99.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 62.86% | 166.70%-103.8pp | 134.41%-71.5pp | 373.45%-310.6pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $413 | $6,521-93.7% | $5,682-92.7% | $6,711-93.9% |
| Admin fee / account holder | $98 | $16,156-99.4% | $13,213-99.3% | $11,407-99.1% |