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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 | $11,052 | $47,180-76.6% | $149,723-92.6% | $74,473-85.2% |
| Participation rate | 11.6% | 63.4%-51.8pp | 78.8%-67.2pp | 70.7%-59.2pp |
| Annual return | 286.05% | 22.75%+263.3pp | 134.50%+151.6pp | 34.36%+251.7pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $619 | $2,730-77.3% | $5,682-89.1% | $4,530-86.3% |
| Admin fee / account holder | $145 | $343-57.8% | $13,215-98.9% | $347-58.3% |