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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 | $5,272 | $84,236-93.7% | $170,435-96.9% | $70,126-92.5% |
| Participation rate | 11.5% | 70.8%-59.3pp | 83.6%-72.1pp | 69.5%-58.0pp |
| Annual return | 58.87% | 23.06%+35.8pp | 205.94%-147.1pp | 73.15%-14.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $477 | $3,086-84.5% | $4,939-90.3% | $3,332-85.7% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |