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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 | $22,580 | $202,342-88.8% | $172,753-86.9% | $152,909-85.2% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 26.02% | 1029.88%-1003.9pp | 803.00%-777.0pp | 345.46%-319.4pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,053 | $5,948-65.5% | $5,198-60.5% | $5,851-64.9% |
| Admin fee / account holder | $283 | $17,112-98.3% | $13,956-98.0% | $11,601-97.6% |