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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 | $15,579 | $85,766-81.8% | $136,298-88.6% | $70,126-77.8% |
| Participation rate | 21.1% | 74.2%-53.1pp | 81.9%-60.9pp | 69.5%-48.5pp |
| Annual return | 24.23% | 31.46%-7.2pp | 5156.27%-5132.0pp | 73.15%-48.9pp |
| Employer contribution / active EE | $524 | $2,966-82.3% | $4,696-88.8% | $2,343-77.6% |
| Participant deferral / active EE | $1,128 | $5,051-77.7% | $6,247-81.9% | $3,332-66.1% |
| Admin fee / account holder | $164 | $5,421-97.0% | $9,244-98.2% | $4,645-96.5% |