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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 | $7,274 | $52,450-86.1% | $129,384-94.4% | $74,459-90.2% |
| Participation rate | 2.9% | 53.8%-51.0pp | 69.6%-66.8pp | 67.2%-64.4pp |
| Annual return | 33.55% | 15.65%+17.9pp | 9461.77%-9428.2pp | 1369.70%-1336.2pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $177 | $2,797-93.7% | $4,166-95.7% | $4,350-95.9% |
| Admin fee / account holder | $2 | $2,636-99.9% | $7,686-100.0% | $1,945-99.9% |