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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 | $8,665 | $202,342-95.7% | $172,753-95.0% | $152,909-94.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 17.67% | 1029.88%-1012.2pp | 803.00%-785.3pp | 345.46%-327.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $447 | $5,948-92.5% | $5,198-91.4% | $5,851-92.4% |
| Admin fee / account holder | $283 | $17,112-98.3% | $13,956-98.0% | $11,601-97.6% |