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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 | $5,338 | $103,008-94.8% | $90,304-94.1% | $152,897-96.5% |
| Participation rate | 15.0% | 75.9%-60.9pp | 73.3%-58.3pp | 82.5%-67.5pp |
| Annual return | 47.44% | 95.22%-47.8pp | 78.13%-30.7pp | 345.43%-298.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $394 | $4,281-90.8% | $3,885-89.9% | $5,851-93.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |