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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 | $6,844 | $85,766-92.0% | $136,298-95.0% | $70,126-90.2% |
| Participation rate | 10.9% | 74.2%-63.2pp | 81.9%-71.0pp | 69.5%-58.6pp |
| Annual return | 27.81% | 31.46%-3.6pp | 5156.27%-5128.5pp | 73.15%-45.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $631 | $5,051-87.5% | $6,247-89.9% | $3,332-81.1% |
| Admin fee / account holder | $123 | $5,421-97.7% | $9,244-98.7% | $4,645-97.3% |