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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 | $31,518 | $100,041-68.5% | $149,718-78.9% | $70,131-55.1% |
| Participation rate | 30.8% | 83.6%-52.8pp | 87.1%-56.3pp | 69.5%-38.8pp |
| Annual return | 14.31% | 27.43%-13.1pp | 1501.67%-1487.4pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $391 | $4,983-92.1% | $6,569-94.0% | $3,332-88.3% |
| Admin fee / account holder | $89 | $8,286-98.9% | $11,283-99.2% | $4,645-98.1% |