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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 | $10,160 | $70,587-85.6% | $124,693-91.9% | $85,847-88.2% |
| Participation rate | 35.3% | 64.4%-29.1pp | 74.6%-39.3pp | 69.3%-34.0pp |
| Annual return | 15.15% | 20688.83%-20673.7pp | 5144.19%-5129.0pp | 318.61%-303.5pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $509 | $2,969-82.9% | $4,615-89.0% | $3,952-87.1% |
| Admin fee / account holder | $99 | $5,282-98.1% | $7,494-98.7% | $6,261-98.4% |