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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 | $6,530 | $76,551-91.5% | $123,894-94.7% | $62,881-89.6% |
| Participation rate | 12.8% | 73.0%-60.2pp | 81.4%-68.6pp | 69.3%-56.5pp |
| Annual return | 310.01% | 18.68%+291.3pp | 47.52%+262.5pp | 20.14%+289.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $427 | $4,840-91.2% | $5,984-92.9% | $3,203-86.7% |
| Admin fee / account holder | $108 | $4,826-97.8% | $8,357-98.7% | $4,296-97.5% |