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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 | $3,136 | $87,225-96.4% | $158,226-98.0% | $94,015-96.7% |
| Participation rate | 48.3% | 67.9%-19.7pp | 74.8%-26.6pp | 70.8%-22.5pp |
| Annual return | 88.85% | 16.34%+72.5pp | 501.41%-412.6pp | 17.84%+71.0pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $934 | $3,405-72.6% | $4,317-78.4% | $4,249-78.0% |
| Admin fee / account holder | $165 | $7,888-97.9% | $10,217-98.4% | $8,951-98.2% |