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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 | $2,511 | $69,248-96.4% | $64,101-96.1% | $139,466-98.2% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 94.12% | 45.95%+48.2pp | 33.72%+60.4pp | 373.66%-279.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $504 | $4,682-89.2% | $3,881-87.0% | $6,712-92.5% |
| Admin fee / account holder | $6 | $4,247-99.9% | $3,070-99.8% | $11,409-99.9% |