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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 | $6,953 | $93,598-92.6% | $135,974-94.9% | $75,173-90.8% |
| Participation rate | 61.4% | 75.2%-13.8pp | 81.9%-20.5pp | 67.2%-5.8pp |
| Annual return | 132.14% | 30.89%+101.3pp | 68.30%+63.8pp | 160.72%-28.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,440 | $6,405-77.5% | $7,760-81.4% | $4,126-65.1% |
| Admin fee / account holder | $168 | $6,978-97.6% | $10,767-98.4% | $5,651-97.0% |