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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 | $8,213 | $142,430-94.2% | $115,170-92.9% | $152,897-94.6% |
| Participation rate | 18.2% | 82.4%-64.2pp | 75.9%-57.7pp | 82.5%-64.3pp |
| Annual return | 50.89% | 41.48%+9.4pp | 35.60%+15.3pp | 345.43%-294.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,269 | $5,165-75.4% | $4,169-69.5% | $5,851-78.3% |
| Admin fee / account holder | $35 | $8,464-99.6% | $7,089-99.5% | $11,599-99.7% |