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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 | $7,120 | $202,342-96.5% | $172,753-95.9% | $152,909-95.3% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 28.73% | 1029.88%-1001.1pp | 803.00%-774.3pp | 345.46%-316.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,833 | $5,948-69.2% | $5,198-64.7% | $5,851-68.7% |
| Admin fee / account holder | $14 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |