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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 | $21,724 | $123,793-82.5% | $177,840-87.8% | $79,852-72.8% |
| Participation rate | 16.7% | 84.7%-68.0pp | 87.7%-71.1pp | 69.6%-53.0pp |
| Annual return | 795.99% | 22.82%+773.2pp | 48.32%+747.7pp | 31.72%+764.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,372 | $5,956-60.2% | $7,714-69.3% | $3,740-36.6% |
| Admin fee / account holder | $35 | $7,243-99.5% | $12,431-99.7% | $5,306-99.3% |