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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 | $4,987 | $53,063-90.6% | $124,206-96.0% | $82,637-94.0% |
| Participation rate | 24.6% | 58.4%-33.8pp | 69.6%-45.0pp | 68.1%-43.5pp |
| Annual return | 18.42% | 68.87%-50.5pp | 515.27%-496.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $208 | $2,644-92.1% | $3,968-94.8% | $4,126-95.0% |
| Admin fee / account holder | $15 | $4,281-99.6% | $5,929-99.7% | $7,339-99.8% |