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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 | $32,481 | $183,988-82.3% | $162,177-80.0% | $152,897-78.8% |
| Participation rate | 38.5% | 88.5%-50.0pp | 87.6%-49.1pp | 82.5%-44.0pp |
| Annual return | 32.74% | 150.79%-118.0pp | 115.60%-82.9pp | 345.43%-312.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,825 | $8,032-64.8% | $7,297-61.3% | $5,851-51.7% |
| Admin fee / account holder | $21 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |