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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 | $8,153 | $61,660-86.8% | $80,022-89.8% | $64,173-87.3% |
| Participation rate | 27.1% | 71.7%-44.6pp | 75.8%-48.7pp | 69.6%-42.5pp |
| Annual return | 3957.62% | -0.33%+3957.9pp | 11.22%+3946.4pp | 7.63%+3950.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $927 | $2,968-68.8% | $3,686-74.9% | $3,470-73.3% |
| Admin fee / account holder | $4 | $5,417-99.9% | $6,521-99.9% | $4,887-99.9% |