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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 | $102,393-95.3% | $147,041-96.8% | $80,911-94.1% |
| Participation rate | 20.0% | 75.9%-55.9pp | 82.2%-62.2pp | 67.6%-47.6pp |
| Annual return | 74.59% | 134.95%-60.4pp | 419.21%-344.6pp | 35.63%+39.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,157 | $6,647-82.6% | $8,071-85.7% | $4,297-73.1% |
| Admin fee / account holder | $5 | $7,943-99.9% | $13,006-100.0% | $6,935-99.9% |