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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 | $5,262 | $98,766-94.7% | $149,730-96.5% | $79,852-93.4% |
| Participation rate | 9.8% | 75.8%-66.0pp | 82.5%-72.7pp | 69.6%-59.9pp |
| Annual return | 65.30% | 27.43%+37.9pp | 276.70%-211.4pp | 31.72%+33.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $294 | $5,681-94.8% | $6,843-95.7% | $3,740-92.1% |
| Admin fee / account holder | $18 | $6,052-99.7% | $9,310-99.8% | $5,306-99.7% |