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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 | $21,611 | $209,874-89.7% | $189,537-88.6% | $167,536-87.1% |
| Participation rate | 30.0% | 88.7%-58.7pp | 87.8%-57.8pp | 82.1%-52.1pp |
| Annual return | 44.13% | 748.61%-704.5pp | 555.34%-511.2pp | 478.82%-434.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,774 | $8,934-69.0% | $8,220-66.3% | $6,342-56.3% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |