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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 | $14,828 | $56,200-73.6% | $67,653-78.1% | $59,633-75.1% |
| Participation rate | 26.7% | 71.5%-44.8pp | 75.7%-49.0pp | 68.7%-42.0pp |
| Annual return | 16.90% | 18506.71%-18489.8pp | 6625.22%-6608.3pp | 2041.40%-2024.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,038 | $2,843-63.5% | $3,560-70.8% | $3,192-67.5% |
| Admin fee / account holder | $116 | $3,959-97.1% | $4,821-97.6% | $4,297-97.3% |