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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 | $3,633 | $47,479-92.3% | $62,929-94.2% | $82,448-95.6% |
| Participation rate | 7.0% | 66.9%-59.9pp | 73.1%-66.1pp | 68.1%-61.1pp |
| Annual return | 61.92% | 20.34%+41.6pp | 1063.93%-1002.0pp | 41.64%+20.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $200 | $2,870-93.0% | $3,888-94.9% | $4,139-95.2% |
| Admin fee / account holder | $90 | $3,804-97.6% | $5,065-98.2% | $7,234-98.8% |