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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 | $7,787 | $106,247-92.7% | $147,096-94.7% | $77,714-90.0% |
| Participation rate | 25.5% | 78.4%-52.9pp | 82.2%-56.7pp | 70.6%-45.1pp |
| Annual return | 24.36% | 56.87%-32.5pp | 419.75%-395.4pp | 31.26%-6.9pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $993 | $7,996-87.6% | $8,071-87.7% | $4,649-78.6% |
| Admin fee / account holder | $156 | $338-54.0% | $13,005-98.8% | $433-64.1% |