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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 | $4,781 | $73,421-93.5% | $66,439-92.8% | $155,188-96.9% |
| Participation rate | 30.4% | 79.7%-49.3pp | 74.5%-44.1pp | 80.8%-50.4pp |
| Annual return | 24.84% | 1382.37%-1357.5pp | 757.66%-732.8pp | 148.84%-124.0pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $757 | $4,680-83.8% | $3,876-80.5% | $6,531-88.4% |
| Admin fee / account holder | $89 | $8,856-99.0% | $6,173-98.6% | $14,480-99.4% |