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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 | $17,862 | $202,342-91.2% | $172,753-89.7% | $152,909-88.3% |
| Participation rate | 30.0% | 87.1%-57.1pp | 82.6%-52.6pp | 82.5%-52.5pp |
| Annual return | 24.93% | 1029.88%-1004.9pp | 803.00%-778.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $585 | $5,948-90.2% | $5,198-88.7% | $5,851-90.0% |
| Admin fee / account holder | $110 | $17,112-99.4% | $13,956-99.2% | $11,601-99.0% |