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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 | $27,357 | $101,591-73.1% | $147,096-81.4% | $74,429-63.2% |
| Participation rate | 6.9% | 75.5%-68.7pp | 82.2%-75.3pp | 67.2%-60.4pp |
| Annual return | 16.49% | 8746.45%-8730.0pp | 419.75%-403.3pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $484 | $7,302-93.4% | $8,071-94.0% | $4,348-88.9% |
| Admin fee / account holder | $147 | $1,750-91.6% | $13,005-98.9% | $1,944-92.4% |