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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 | $5,814 | $49,164-88.2% | $121,169-95.2% | $75,181-92.3% |
| Participation rate | 8.2% | 55.4%-47.3pp | 69.5%-61.4pp | 67.2%-59.0pp |
| Annual return | 15.82% | 56.03%-40.2pp | 986.71%-970.9pp | 160.69%-144.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $245 | $2,628-90.7% | $4,083-94.0% | $4,126-94.1% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,645-100.0% | $5,650-100.0% |