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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 | $11,990 | $52,450-77.1% | $129,397-90.7% | $74,429-83.9% |
| Participation rate | 3.4% | 53.8%-50.5pp | 69.6%-66.2pp | 67.2%-63.8pp |
| Annual return | 29.36% | 15.65%+13.7pp | 9453.98%-9424.6pp | 1368.38%-1339.0pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $88 | $2,797-96.9% | $4,167-97.9% | $4,348-98.0% |
| Admin fee / account holder | $101 | $2,636-96.2% | $7,679-98.7% | $1,944-94.8% |