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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 | $23,941 | $209,874-88.6% | $189,537-87.4% | $167,536-85.7% |
| Participation rate | 69.2% | 88.7%-19.4pp | 87.8%-18.6pp | 82.1%-12.9pp |
| Annual return | 57.11% | 748.61%-691.5pp | 555.34%-498.2pp | 478.82%-421.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,598 | $8,934-82.1% | $8,220-80.6% | $6,342-74.8% |
| Admin fee / account holder | $192 | $14,299-98.7% | $12,048-98.4% | $12,315-98.4% |