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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 | $6,144 | $202,345-97.0% | $172,755-96.4% | $152,885-96.0% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 34.67% | 1029.77%-995.1pp | 802.94%-768.3pp | 345.39%-310.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,539 | $5,948-74.1% | $5,198-70.4% | $5,851-73.7% |
| Admin fee / account holder | $33 | $17,111-99.8% | $13,955-99.8% | $11,598-99.7% |