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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 | $30,834 | $171,867-82.1% | $149,721-79.4% | $147,586-79.1% |
| Participation rate | 47.8% | 88.2%-40.4pp | 87.1%-39.2pp | 82.8%-35.0pp |
| Annual return | 48.57% | 2113.36%-2064.8pp | 1501.67%-1453.1pp | 578.59%-530.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,345 | $7,270-81.5% | $6,568-79.5% | $5,439-75.3% |
| Admin fee / account holder | $117 | $13,799-99.2% | $11,282-99.0% | $10,886-98.9% |