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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 | $28,985 | $202,342-85.7% | $172,753-83.2% | $152,909-81.0% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.5%-46.7pp |
| Annual return | 25.00% | 1029.88%-1004.9pp | 803.00%-778.0pp | 345.46%-320.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $970 | $5,948-83.7% | $5,198-81.3% | $5,851-83.4% |
| Admin fee / account holder | $159 | $17,112-99.1% | $13,956-98.9% | $11,601-98.6% |