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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 | $4,420 | $202,342-97.8% | $172,752-97.4% | $152,897-97.1% |
| Participation rate | 9.1% | 87.1%-78.0pp | 82.6%-73.6pp | 82.5%-73.4pp |
| Annual return | 23.28% | 1029.83%-1006.5pp | 802.97%-779.7pp | 345.43%-322.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $315 | $5,948-94.7% | $5,198-93.9% | $5,851-94.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |