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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 | $10,311 | $106,003-90.3% | $92,236-88.8% | $147,585-93.0% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 14.59% | 50.05%-35.5pp | 176.29%-161.7pp | 578.57%-564.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $431 | $4,478-90.4% | $3,897-89.0% | $5,439-92.1% |
| Admin fee / account holder | $87 | $6,333-98.6% | $5,194-98.3% | $10,885-99.2% |