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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 | $9,665 | $51,642-81.3% | $129,384-92.5% | $80,935-88.1% |
| Participation rate | 3.6% | 56.9%-53.3pp | 69.6%-66.1pp | 67.7%-64.1pp |
| Annual return | 12.95% | 20.78%-7.8pp | 9461.77%-9448.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $281 | $2,670-89.5% | $4,166-93.2% | $4,299-93.5% |
| Admin fee / account holder | $55 | $4,312-98.7% | $7,686-99.3% | $6,924-99.2% |