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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 | $23,432 | $88,186-73.4% | $165,071-85.8% | $74,459-68.5% |
| Participation rate | 4.7% | 73.1%-68.5pp | 78.6%-74.0pp | 67.2%-62.6pp |
| Annual return | 22.39% | 17.13%+5.3pp | 70.17%-47.8pp | 1369.70%-1347.3pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $192 | $4,505-95.7% | $6,035-96.8% | $4,350-95.6% |
| Admin fee / account holder | $138 | $2,234-93.8% | $12,695-98.9% | $1,945-92.9% |