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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 | $4,774 | $102,422-95.3% | $147,117-96.8% | $80,959-94.1% |
| Participation rate | 20.0% | 75.9%-55.9pp | 82.2%-62.2pp | 67.7%-47.7pp |
| Annual return | 74.59% | 135.16%-60.6pp | 420.54%-345.9pp | 35.67%+38.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,157 | $6,652-82.6% | $8,065-85.7% | $4,300-73.1% |
| Admin fee / account holder | $5 | $7,953-99.9% | $12,993-100.0% | $6,925-99.9% |