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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 | $9,866 | $82,630-88.1% | $64,105-84.6% | $125,389-92.1% |
| Participation rate | 12.5% | 75.9%-63.4pp | 68.2%-55.7pp | 83.2%-70.7pp |
| Annual return | 0.25% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $410 | $3,608-88.6% | $2,822-85.5% | $5,352-92.3% |
| Admin fee / account holder | $31 | $6,382-99.5% | $4,499-99.3% | $9,541-99.7% |