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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 | $7,854 | $202,345-96.1% | $172,755-95.5% | $152,885-94.9% |
| Participation rate | 39.1% | 87.1%-47.9pp | 82.6%-43.5pp | 82.5%-43.3pp |
| Annual return | 20.57% | 1029.77%-1009.2pp | 802.94%-782.4pp | 345.39%-324.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $425 | $5,948-92.8% | $5,198-91.8% | $5,851-92.7% |
| Admin fee / account holder | $243 | $17,111-98.6% | $13,955-98.3% | $11,598-97.9% |