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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 | $23,880 | $202,342-88.2% | $172,752-86.2% | $152,897-84.4% |
| Participation rate | 47.1% | 87.1%-40.0pp | 82.6%-35.6pp | 82.5%-35.4pp |
| Annual return | 22.48% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,500 | $5,948-74.8% | $5,198-71.1% | $5,851-74.4% |
| Admin fee / account holder | $148 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |