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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 | $10,721 | $103,392-89.6% | $87,104-87.7% | $152,897-93.0% |
| Participation rate | 26.1% | 79.4%-53.3pp | 76.9%-50.8pp | 82.5%-56.4pp |
| Annual return | 535.79% | 28.10%+507.7pp | 28.19%+507.6pp | 345.43%+190.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $921 | $4,778-80.7% | $4,048-77.3% | $5,851-84.3% |
| Admin fee / account holder | $57 | $12,194-99.5% | $7,491-99.2% | $11,599-99.5% |