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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 | $2,801 | $123,793-97.7% | $177,840-98.4% | $79,852-96.5% |
| Participation rate | 20.4% | 84.7%-64.2pp | 87.7%-67.3pp | 69.6%-49.2pp |
| Annual return | 87.55% | 22.82%+64.7pp | 48.32%+39.2pp | 31.72%+55.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $523 | $5,956-91.2% | $7,714-93.2% | $3,740-86.0% |
| Admin fee / account holder | $160 | $7,243-97.8% | $12,431-98.7% | $5,306-97.0% |