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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 | $7,317 | $98,766-92.6% | $149,730-95.1% | $79,852-90.8% |
| Participation rate | 19.2% | 75.8%-56.6pp | 82.5%-63.3pp | 69.6%-50.4pp |
| Annual return | 103.78% | 27.43%+76.3pp | 276.70%-172.9pp | 31.72%+72.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $228 | $5,681-96.0% | $6,843-96.7% | $3,740-93.9% |
| Admin fee / account holder | $79 | $6,052-98.7% | $9,310-99.2% | $5,306-98.5% |