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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 | $51,184-84.0% | $66,439-87.6% | $86,983-90.6% |
| Participation rate | 19.2% | 68.5%-49.3pp | 74.5%-55.3pp | 69.5%-50.3pp |
| Annual return | 271.62% | 17.07%+254.5pp | 757.66%-486.0pp | 25.83%+245.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $432 | $2,927-85.2% | $3,876-88.8% | $4,194-89.7% |
| Admin fee / account holder | $97 | $4,154-97.7% | $6,173-98.4% | $7,856-98.8% |