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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 | $8,443 | $57,305-85.3% | $86,640-90.3% | $75,173-88.8% |
| Participation rate | 19.4% | 63.2%-43.8pp | 71.7%-52.3pp | 67.2%-47.8pp |
| Annual return | 1578.60% | 2674.24%-1095.6pp | 592.52%+986.1pp | 160.72%+1417.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $573 | $3,320-82.7% | $4,438-87.1% | $4,126-86.1% |
| Admin fee / account holder | $271 | $4,116-93.4% | $5,616-95.2% | $5,651-95.2% |