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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 | $1,993 | $202,342-99.0% | $172,752-98.8% | $152,897-98.7% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.5%-68.2pp |
| Annual return | 28.03% | 1029.83%-1001.8pp | 802.97%-774.9pp | 345.43%-317.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $45 | $5,948-99.3% | $5,198-99.1% | $5,851-99.2% |
| Admin fee / account holder | $8 | $17,111-100.0% | $13,955-99.9% | $11,599-99.9% |