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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 | $2,697 | $202,342-98.7% | $172,753-98.4% | $152,909-98.2% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 58.40% | 1029.88%-971.5pp | 803.00%-744.6pp | 345.46%-287.1pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $996 | $5,948-83.3% | $5,198-80.8% | $5,851-83.0% |
| Admin fee / account holder | $119 | $17,112-99.3% | $13,956-99.1% | $11,601-99.0% |