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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 | $4,579 | $48,053-90.5% | $84,628-94.6% | $72,975-93.7% |
| Participation rate | 7.9% | 57.6%-49.7pp | 68.2%-60.3pp | 69.5%-61.6pp |
| Annual return | 56.02% | 37.39%+18.6pp | 258.80%-202.8pp | 81.01%-25.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $318 | $2,681-88.1% | $3,900-91.8% | $3,608-91.2% |
| Admin fee / account holder | $228 | $3,395-93.3% | $4,914-95.4% | $5,124-95.5% |