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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 | $12,846 | $85,766-85.0% | $136,298-90.6% | $70,126-81.7% |
| Participation rate | 28.9% | 74.2%-45.3pp | 81.9%-53.0pp | 69.5%-40.7pp |
| Annual return | 28.16% | 31.46%-3.3pp | 5156.27%-5128.1pp | 73.15%-45.0pp |
| Employer contribution / active EE | $695 | $2,966-76.6% | $4,696-85.2% | $2,343-70.3% |
| Participant deferral / active EE | $1,975 | $5,051-60.9% | $6,247-68.4% | $3,332-40.7% |
| Admin fee / account holder | $164 | $5,421-97.0% | $9,244-98.2% | $4,645-96.5% |