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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 | $1,301 | $89,370-98.5% | $141,197-99.1% | $72,976-98.2% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 199.90% | 111.88%+88.0pp | 71.41%+128.5pp | 81.02%+118.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $842 | $5,419-84.5% | $6,710-87.4% | $3,608-76.7% |
| Admin fee / account holder | $44 | $5,957-99.3% | $10,265-99.6% | $5,124-99.1% |