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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 | $12,534 | $150,447-91.7% | $136,298-90.8% | $147,586-91.5% |
| Participation rate | 36.4% | 84.4%-48.1pp | 81.9%-45.6pp | 82.8%-46.5pp |
| Annual return | 11.78% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,305 | $6,631-80.3% | $6,247-79.1% | $5,439-76.0% |
| Admin fee / account holder | $86 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |