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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 | $11,187 | $85,766-87.0% | $136,298-91.8% | $70,126-84.0% |
| Participation rate | 23.7% | 74.2%-50.4pp | 81.9%-58.2pp | 69.5%-45.8pp |
| Annual return | 287.08% | 31.46%+255.6pp | 5156.27%-4869.2pp | 73.15%+213.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,526 | $5,051-69.8% | $6,247-75.6% | $3,332-54.2% |
| Admin fee / account holder | $295 | $5,421-94.6% | $9,244-96.8% | $4,645-93.6% |