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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 | $3,816 | $45,566-91.6% | $64,105-94.0% | $59,633-93.6% |
| Participation rate | 25.9% | 60.2%-34.2pp | 68.2%-42.2pp | 68.7%-42.7pp |
| Annual return | 1345.12% | 4.95%+1340.2pp | 791.24%+553.9pp | 2041.45%-696.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $628 | $2,057-69.5% | $2,822-77.8% | $3,192-80.3% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |