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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 | $3,315 | $58,828-94.4% | $78,002-95.7% | $62,881-94.7% |
| Participation rate | 58.5% | 71.1%-12.6pp | 75.5%-17.1pp | 69.3%-10.8pp |
| Annual return | 308.45% | 17.16%+291.3pp | 425.99%-117.5pp | 20.14%+288.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $861 | $2,686-67.9% | $3,497-75.4% | $3,203-73.1% |
| Admin fee / account holder | $71 | $4,393-98.4% | $5,481-98.7% | $4,296-98.4% |