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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 | $3,967 | $58,311-93.2% | $81,882-95.2% | $80,959-95.1% |
| Participation rate | 32.9% | 63.5%-30.5pp | 72.4%-39.4pp | 67.7%-34.7pp |
| Annual return | 86.64% | 41.85%+44.8pp | 779.47%-692.8pp | 35.67%+51.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $295 | $3,287-91.0% | $4,323-93.2% | $4,300-93.1% |
| Admin fee / account holder | $88 | $4,752-98.1% | $7,360-98.8% | $6,925-98.7% |