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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 | $5,337 | $100,911-94.7% | $90,440-94.1% | $158,966-96.6% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 16.80% | 1726.62%-1709.8pp | 1294.38%-1277.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $601 | $4,348-86.2% | $3,964-84.8% | $5,983-90.0% |
| Admin fee / account holder | $23 | $6,507-99.6% | $5,615-99.6% | $11,250-99.8% |