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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 | $7,450 | $57,305-87.0% | $86,640-91.4% | $75,173-90.1% |
| Participation rate | 24.0% | 63.2%-39.2pp | 71.7%-47.7pp | 67.2%-43.2pp |
| Annual return | 25.02% | 2674.24%-2649.2pp | 592.52%-567.5pp | 160.72%-135.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $472 | $3,320-85.8% | $4,438-89.4% | $4,126-88.6% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |