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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 | $15,544 | $217,432-92.9% | $185,851-91.6% | $167,553-90.7% |
| Participation rate | 47.4% | 86.1%-38.7pp | 81.7%-34.3pp | 82.1%-34.7pp |
| Annual return | 21.27% | 148.43%-127.2pp | 122.11%-100.8pp | 478.89%-457.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $427 | $6,357-93.3% | $5,569-92.3% | $6,343-93.3% |
| Admin fee / account holder | $182 | $19,820-99.1% | $16,245-98.9% | $12,316-98.5% |