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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 | $106,164-92.7% | $147,041-94.7% | $77,692-90.0% |
| Participation rate | 25.5% | 78.4%-52.9pp | 82.2%-56.7pp | 70.6%-45.1pp |
| Annual return | 24.36% | 56.81%-32.4pp | 419.21%-394.8pp | 31.25%-6.9pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $4,935-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $993 | $7,993-87.6% | $8,071-87.7% | $4,648-78.6% |
| Admin fee / account holder | $156 | $338-53.9% | $13,006-98.8% | $431-63.8% |