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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 | $5,838 | $123,793-95.3% | $177,827-96.7% | $79,858-92.7% |
| Participation rate | 14.8% | 84.7%-69.8pp | 87.7%-72.9pp | 69.6%-54.8pp |
| Annual return | 108.95% | 22.82%+86.1pp | 48.32%+60.6pp | 31.72%+77.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $657 | $5,956-89.0% | $7,713-91.5% | $3,740-82.4% |
| Admin fee / account holder | $16 | $7,243-99.8% | $12,429-99.9% | $5,306-99.7% |