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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 | $6,052 | $109,863-94.5% | $98,477-93.9% | $167,518-96.4% |
| Participation rate | 17.6% | 75.8%-58.2pp | 73.3%-55.7pp | 82.1%-64.5pp |
| Annual return | 19.84% | 1958.09%-1938.3pp | 1493.59%-1473.8pp | 478.71%-458.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $440 | $4,673-90.6% | $4,276-89.7% | $6,342-93.1% |
| Admin fee / account holder | $25 | $6,755-99.6% | $5,951-99.6% | $12,312-99.8% |