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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 | $23,720 | $202,342-88.3% | $172,753-86.3% | $152,909-84.5% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 19.26% | 1029.88%-1010.6pp | 803.00%-783.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,873 | $5,948-68.5% | $5,198-64.0% | $5,851-68.0% |
| Admin fee / account holder | $284 | $17,112-98.3% | $13,956-98.0% | $11,601-97.6% |