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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 | $2,926 | $100,060-97.1% | $149,721-98.0% | $70,126-95.8% |
| Participation rate | 25.3% | 83.6%-58.3pp | 87.1%-61.8pp | 69.5%-44.2pp |
| Annual return | 132.08% | 27.46%+104.6pp | 1501.67%-1369.6pp | 73.15%+58.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $687 | $4,982-86.2% | $6,568-89.5% | $3,332-79.4% |
| Admin fee / account holder | $178 | $8,285-97.9% | $11,282-98.4% | $4,645-96.2% |