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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 | $4,514 | $60,504-92.5% | $81,882-94.5% | $74,478-93.9% |
| Participation rate | 8.0% | 62.9%-54.9pp | 72.4%-64.4pp | 67.2%-59.2pp |
| Annual return | 11.87% | 16.91%-5.0pp | 779.47%-767.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $86 | $3,400-97.5% | $4,323-98.0% | $4,350-98.0% |
| Admin fee / account holder | $16 | $1,492-98.9% | $7,360-99.8% | $1,946-99.2% |