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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 | $27,550 | $101,672-72.9% | $147,117-81.3% | $74,478-63.0% |
| Participation rate | 8.2% | 75.5%-67.3pp | 82.2%-74.0pp | 67.2%-59.0pp |
| Annual return | 14.85% | 8757.83%-8743.0pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $801 | $7,305-89.0% | $8,065-90.1% | $4,350-81.6% |
| Admin fee / account holder | $166 | $1,753-90.5% | $12,993-98.7% | $1,946-91.5% |