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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 | $3,861 | $55,470-93.0% | $155,556-97.5% | $74,478-94.8% |
| Participation rate | 16.9% | 61.9%-45.0pp | 78.2%-61.3pp | 67.2%-50.3pp |
| Annual return | 17.02% | 269.80%-252.8pp | 64.84%-47.8pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $456 | $2,838-83.9% | $5,631-91.9% | $4,350-89.5% |
| Admin fee / account holder | $220 | $1,744-87.4% | $15,885-98.6% | $1,946-88.7% |