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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 | $2,227 | $77,816-97.1% | $123,549-98.2% | $64,181-96.5% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | 204.74% | 12.49%+192.3pp | 119.20%+85.5pp | 7.63%+197.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,060 | $5,240-79.8% | $6,426-83.5% | $3,470-69.5% |
| Admin fee / account holder | $224 | $5,519-95.9% | $9,284-97.6% | $4,887-95.4% |