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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 | $9,073 | $60,128-84.9% | $90,440-90.0% | $79,852-88.6% |
| Participation rate | 4.9% | 65.0%-60.1pp | 72.7%-67.8pp | 69.6%-64.8pp |
| Annual return | 66.87% | 71.95%-5.1pp | 1294.38%-1227.5pp | 31.72%+35.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $236 | $2,939-92.0% | $3,964-94.0% | $3,740-93.7% |
| Admin fee / account holder | $22 | $3,977-99.4% | $5,615-99.6% | $5,306-99.6% |