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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 | $5,546 | $48,314-88.5% | $67,561-91.8% | $80,925-93.1% |
| Participation rate | 7.6% | 66.4%-58.8pp | 72.9%-65.3pp | 67.7%-60.1pp |
| Annual return | 28.20% | 18.28%+9.9pp | 3525.44%-3497.2pp | 35.65%-7.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $296 | $2,927-89.9% | $4,003-92.6% | $4,299-93.1% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |