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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 | $12,663 | $202,345-93.7% | $172,755-92.7% | $152,885-91.7% |
| Participation rate | 10.5% | 87.1%-76.5pp | 82.6%-72.1pp | 82.5%-71.9pp |
| Annual return | 26.81% | 1029.77%-1003.0pp | 802.94%-776.1pp | 345.39%-318.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $411 | $5,948-93.1% | $5,198-92.1% | $5,851-93.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |