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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 | $20,140 | $217,432-90.7% | $185,851-89.2% | $167,553-88.0% |
| Participation rate | 47.8% | 86.1%-38.2pp | 81.7%-33.9pp | 82.1%-34.3pp |
| Annual return | 96.51% | 148.43%-51.9pp | 122.11%-25.6pp | 478.89%-382.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $495 | $6,357-92.2% | $5,569-91.1% | $6,343-92.2% |
| Admin fee / account holder | $81 | $19,820-99.6% | $16,245-99.5% | $12,316-99.3% |