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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 | $26,832 | $100,033-73.2% | $149,716-82.1% | $70,124-61.7% |
| Participation rate | 14.6% | 83.6%-68.9pp | 87.1%-72.4pp | 69.5%-54.9pp |
| Annual return | 15.57% | 27.43%-11.9pp | 1501.67%-1486.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $470 | $4,982-90.6% | $6,568-92.8% | $3,332-85.9% |
| Admin fee / account holder | $11 | $8,285-99.9% | $11,282-99.9% | $4,645-99.8% |