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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 | $52,353-90.5% | $120,225-95.9% | $82,448-94.0% |
| Participation rate | 24.6% | 58.3%-33.7pp | 69.6%-45.0pp | 68.1%-43.5pp |
| Annual return | 18.42% | 61.85%-43.4pp | 439.23%-420.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $208 | $2,627-92.1% | $3,999-94.8% | $4,139-95.0% |
| Admin fee / account holder | $15 | $4,363-99.7% | $5,696-99.7% | $7,234-99.8% |