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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 | $4,519 | $95,406-95.3% | $185,849-97.6% | $85,847-94.7% |
| Participation rate | 23.1% | 68.8%-45.7pp | 81.7%-58.6pp | 69.3%-46.2pp |
| Annual return | 15.03% | 23.59%-8.6pp | 122.10%-107.1pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $522 | $3,424-84.8% | $5,569-90.6% | $3,952-86.8% |
| Admin fee / account holder | $90 | $7,214-98.7% | $16,244-99.4% | $6,261-98.6% |