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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 | $5,033 | $55,446-90.9% | $155,574-96.8% | $74,429-93.2% |
| Participation rate | 11.9% | 61.9%-50.0pp | 78.2%-66.3pp | 67.2%-55.3pp |
| Annual return | 19.14% | 269.20%-250.1pp | 64.87%-45.7pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $223 | $2,836-92.1% | $5,629-96.0% | $4,348-94.9% |
| Admin fee / account holder | $14 | $1,743-99.2% | $15,914-99.9% | $1,944-99.3% |