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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 | $16,626 | $202,342-91.8% | $172,752-90.4% | $152,897-89.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 21.36% | 1029.83%-1008.5pp | 802.97%-781.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $880 | $5,948-85.2% | $5,198-83.1% | $5,851-85.0% |
| Admin fee / account holder | $148 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |