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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 | $14,290 | $106,003-86.5% | $92,236-84.5% | $147,585-90.3% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 13.15% | 50.05%-36.9pp | 176.29%-163.1pp | 578.57%-565.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $783 | $4,478-82.5% | $3,897-79.9% | $5,439-85.6% |
| Admin fee / account holder | $4 | $6,333-99.9% | $5,194-99.9% | $10,885-100.0% |