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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 | $12,665 | $55,446-77.2% | $155,574-91.9% | $74,429-83.0% |
| Participation rate | 5.3% | 61.9%-56.6pp | 78.2%-72.9pp | 67.2%-61.9pp |
| Annual return | 13.27% | 269.20%-255.9pp | 64.87%-51.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $335 | $2,836-88.2% | $5,629-94.1% | $4,348-92.3% |
| Admin fee / account holder | $28 | $1,743-98.4% | $15,914-99.8% | $1,944-98.6% |