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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 | $1,612 | $96,388-98.3% | $80,627-98.0% | $139,466-98.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 38.33% | 1352.08%-1313.7pp | 936.76%-898.4pp | 373.66%-335.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $765 | $5,224-85.4% | $4,443-82.8% | $6,712-88.6% |
| Admin fee / account holder | $89 | $6,603-98.7% | $5,381-98.3% | $11,409-99.2% |