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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 | $14,511 | $202,342-92.8% | $172,753-91.6% | $152,909-90.5% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.5%-46.7pp |
| Annual return | 17.90% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $257 | $5,948-95.7% | $5,198-95.1% | $5,851-95.6% |
| Admin fee / account holder | $6 | $17,112-100.0% | $13,956-100.0% | $11,601-99.9% |