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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 | $9,188 | $69,774-86.8% | $67,575-86.4% | $74,459-87.7% |
| Participation rate | 20.7% | 71.4%-50.7pp | 72.9%-52.2pp | 67.2%-46.5pp |
| Annual return | 16.40% | -40.53%+56.9pp | 3528.98%-3512.6pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $419 | $3,636-88.5% | $4,003-89.5% | $4,350-90.4% |
| Admin fee / account holder | $218 | $890-75.5% | $3,993-94.5% | $1,945-88.8% |