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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 | $11,823 | $101,499-88.4% | $147,005-92.0% | $74,546-84.1% |
| Participation rate | 7.5% | 75.5%-68.0pp | 82.2%-74.6pp | 67.2%-59.7pp |
| Annual return | 22.14% | 8732.34%-8710.2pp | 418.76%-396.6pp | 1366.03%-1343.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $454 | $7,304-93.8% | $8,070-94.4% | $4,347-89.6% |
| Admin fee / account holder | $78 | $1,748-95.6% | $13,006-99.4% | $1,944-96.0% |