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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 | $48,011-82.9% | $63,803-87.1% | $82,637-90.1% |
| Participation rate | 19.2% | 66.6%-47.3pp | 72.7%-53.5pp | 68.1%-48.8pp |
| Annual return | 271.62% | 19.84%+251.8pp | 543.72%-272.1pp | 53.51%+218.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $432 | $2,846-84.8% | $3,843-88.8% | $4,126-89.5% |
| Admin fee / account holder | $97 | $3,873-97.5% | $5,196-98.1% | $7,339-98.7% |