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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 | $5,203 | $30,732-83.1% | $59,496-91.3% | $59,633-91.3% |
| Participation rate | 8.2% | 43.2%-35.0pp | 54.6%-46.4pp | 68.7%-60.5pp |
| Annual return | 43.59% | 4.47%+39.1pp | 182.05%-138.5pp | 2041.45%-1997.9pp |
| Employer contribution / active EE | $88 | $631-86.0% | $1,153-92.4% | $2,203-96.0% |
| Participant deferral / active EE | $111 | $1,183-90.6% | $1,829-93.9% | $3,192-96.5% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |