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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 | $7,715 | $100,938-92.4% | $90,461-91.5% | $158,982-95.1% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 17.22% | 1727.20%-1710.0pp | 1294.76%-1277.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $178 | $4,350-95.9% | $3,964-95.5% | $5,983-97.0% |
| Admin fee / account holder | $23 | $6,510-99.6% | $5,617-99.6% | $11,252-99.8% |