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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 | $3,553 | $53,128-93.3% | $86,582-95.9% | $70,126-94.9% |
| Participation rate | 25.4% | 65.3%-39.9pp | 73.5%-48.2pp | 69.5%-44.1pp |
| Annual return | 64.96% | 27.66%+37.3pp | 965.08%-900.1pp | 73.15%-8.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $604 | $2,695-77.6% | $3,609-83.3% | $3,332-81.9% |
| Admin fee / account holder | $251 | $3,584-93.0% | $4,904-94.9% | $4,645-94.6% |