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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 | $8,960 | $106,005-91.5% | $92,239-90.3% | $147,585-93.9% |
| Participation rate | 15.4% | 80.4%-65.0pp | 76.5%-61.1pp | 82.8%-67.4pp |
| Annual return | 15.46% | 50.05%-34.6pp | 176.29%-160.8pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $662 | $4,478-85.2% | $3,897-83.0% | $5,439-87.8% |
| Admin fee / account holder | $13 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |