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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 | $11,693 | $84,236-86.1% | $170,435-93.1% | $70,126-83.3% |
| Participation rate | 25.0% | 70.8%-45.8pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 324.24% | 23.06%+301.2pp | 205.94%+118.3pp | 73.15%+251.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $779 | $3,086-74.8% | $4,939-84.2% | $3,332-76.6% |
| Admin fee / account holder | $28 | $5,698-99.5% | $13,881-99.8% | $4,645-99.4% |