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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 | $27,153 | $171,867-84.2% | $149,718-81.9% | $147,585-81.6% |
| Participation rate | 69.6% | 88.2%-18.6pp | 87.1%-17.5pp | 82.8%-13.3pp |
| Annual return | 14.41% | 2113.36%-2099.0pp | 1501.70%-1487.3pp | 578.57%-564.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,764 | $7,270-75.7% | $6,568-73.1% | $5,439-67.6% |
| Admin fee / account holder | $4 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |