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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 | $27,720 | $202,342-86.3% | $172,753-84.0% | $152,909-81.9% |
| Participation rate | 31.6% | 87.1%-55.5pp | 82.6%-51.1pp | 82.5%-50.9pp |
| Annual return | 22.28% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,305 | $5,948-78.1% | $5,198-74.9% | $5,851-77.7% |
| Admin fee / account holder | $250 | $17,112-98.5% | $13,956-98.2% | $11,601-97.8% |