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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 | $4,937 | $109,905-95.5% | $98,506-95.0% | $167,553-97.1% |
| Participation rate | 18.2% | 75.8%-57.6pp | 73.3%-55.2pp | 82.1%-63.9pp |
| Annual return | 12.86% | 1960.20%-1947.3pp | 1494.92%-1482.1pp | 478.89%-466.0pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $256 | $4,674-94.5% | $4,277-94.0% | $6,343-96.0% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |