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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 | $5,568 | $85,766-93.5% | $136,298-95.9% | $70,126-92.1% |
| Participation rate | 14.1% | 74.2%-60.0pp | 81.9%-67.8pp | 69.5%-55.4pp |
| Annual return | 14.52% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $305 | $5,051-94.0% | $6,247-95.1% | $3,332-90.8% |
| Admin fee / account holder | $20 | $5,421-99.6% | $9,244-99.8% | $4,645-99.6% |