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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 | $3,628 | $51,638-93.0% | $129,406-97.2% | $80,959-95.5% |
| Participation rate | 66.7% | 56.9%+9.7pp | 69.6%-3.0pp | 67.7%-1.0pp |
| Annual return | 11.88% | 20.78%-8.9pp | 9468.18%-9456.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $594 | $2,670-77.7% | $4,167-85.7% | $4,300-86.2% |
| Admin fee / account holder | $70 | $4,313-98.4% | $7,689-99.1% | $6,925-99.0% |