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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 | $9,195 | $60,128-84.7% | $90,440-89.8% | $79,852-88.5% |
| Participation rate | 20.3% | 65.0%-44.7pp | 72.7%-52.4pp | 69.6%-49.4pp |
| Annual return | 12.99% | 71.95%-59.0pp | 1294.38%-1281.4pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $215 | $2,939-92.7% | $3,964-94.6% | $3,740-94.2% |
| Admin fee / account holder | $157 | $3,977-96.1% | $5,615-97.2% | $5,306-97.0% |