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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 | $1,439 | $52,279-97.2% | $89,400-98.4% | $79,858-98.2% |
| Participation rate | 9.1% | 57.5%-48.4pp | 68.0%-58.9pp | 69.6%-60.5pp |
| Annual return | 147.73% | 22.16%+125.6pp | 245.64%-97.9pp | 31.72%+116.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $233 | $2,740-91.5% | $3,890-94.0% | $3,740-93.8% |
| Admin fee / account holder | $112 | $3,356-96.7% | $4,882-97.7% | $5,306-97.9% |