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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 | $6,303 | $65,423-90.4% | $98,477-93.6% | $85,856-92.7% |
| Participation rate | 31.0% | 65.0%-34.1pp | 73.3%-42.4pp | 69.3%-38.4pp |
| Annual return | 20.46% | 21.76%-1.3pp | 1493.59%-1473.1pp | 318.58%-298.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $597 | $3,167-81.1% | $4,276-86.0% | $3,952-84.9% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |