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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 | $10,199 | $110,801-90.8% | $86,615-88.2% | $167,536-93.9% |
| Participation rate | 43.5% | 75.8%-32.3pp | 71.6%-28.2pp | 82.1%-38.6pp |
| Annual return | 18.96% | 116.96%-98.0pp | 63.51%-44.5pp | 478.82%-459.9pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $571 | $4,547-87.4% | $3,699-84.6% | $6,342-91.0% |
| Admin fee / account holder | $244 | $8,417-97.1% | $5,830-95.8% | $12,315-98.0% |