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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 | $5,932 | $110,240-94.6% | $96,544-93.9% | $139,487-95.7% |
| Participation rate | 14.3% | 78.1%-63.8pp | 76.0%-61.7pp | 80.3%-66.1pp |
| Annual return | 121.88% | 26.41%+95.5pp | 25.88%+96.0pp | 373.84%-252.0pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $736 | $5,549-86.7% | $4,851-84.8% | $6,713-89.0% |
| Admin fee / account holder | $33 | $11,602-99.7% | $8,254-99.6% | $11,407-99.7% |