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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 | $3,721 | $47,479-92.2% | $62,929-94.1% | $82,448-95.5% |
| Participation rate | 21.5% | 66.9%-45.4pp | 73.1%-51.6pp | 68.1%-46.5pp |
| Annual return | 27.95% | 20.34%+7.6pp | 1063.93%-1036.0pp | 41.64%-13.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $356 | $2,870-87.6% | $3,888-90.8% | $4,139-91.4% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |