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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 | $18,310 | $85,766-78.7% | $136,298-86.6% | $70,126-73.9% |
| Participation rate | 44.7% | 74.2%-29.4pp | 81.9%-37.2pp | 69.5%-24.8pp |
| Annual return | 22.67% | 31.46%-8.8pp | 5156.27%-5133.6pp | 73.15%-50.5pp |
| Employer contribution / active EE | $938 | $2,966-68.4% | $4,696-80.0% | $2,343-60.0% |
| Participant deferral / active EE | $2,050 | $5,051-59.4% | $6,247-67.2% | $3,332-38.5% |
| Admin fee / account holder | $7 | $5,421-99.9% | $9,244-99.9% | $4,645-99.9% |