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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 | $3,774 | $72,027-94.8% | $185,835-98.0% | $79,852-95.3% |
| Participation rate | 35.1% | 65.8%-30.7pp | 78.0%-42.9pp | 69.6%-34.5pp |
| Annual return | 495.61% | 23.13%+472.5pp | 35.96%+459.6pp | 31.72%+463.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $986 | $3,780-73.9% | $5,633-82.5% | $3,740-73.6% |
| Admin fee / account holder | $207 | $4,513-95.4% | $9,502-97.8% | $5,306-96.1% |