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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 | $11,081 | $106,008-89.5% | $92,240-88.0% | $147,586-92.5% |
| Participation rate | 14.3% | 80.4%-66.1pp | 76.5%-62.2pp | 82.8%-68.5pp |
| Annual return | 14.36% | 50.05%-35.7pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $399 | $4,478-91.1% | $3,897-89.8% | $5,439-92.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |