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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 | $10,196 | $101,653-90.0% | $147,080-93.1% | $74,459-86.3% |
| Participation rate | 5.1% | 75.6%-70.5pp | 82.2%-77.1pp | 67.2%-62.1pp |
| Annual return | 16.15% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $319 | $7,304-95.6% | $8,066-96.0% | $4,350-92.7% |
| Admin fee / account holder | $42 | $1,752-97.6% | $12,989-99.7% | $1,945-97.9% |