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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 | $8,208 | $50,554-83.8% | $67,681-87.9% | $87,485-90.6% |
| Participation rate | 19.2% | 67.7%-48.5pp | 73.7%-54.5pp | 68.9%-49.7pp |
| Annual return | 271.62% | 17.81%+253.8pp | 590.58%-319.0pp | 26.06%+245.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $432 | $2,961-85.4% | $3,976-89.1% | $4,274-89.9% |
| Admin fee / account holder | $97 | $4,132-97.7% | $6,100-98.4% | $7,775-98.8% |