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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 | $16,978 | $85,766-80.2% | $136,297-87.5% | $70,131-75.8% |
| Participation rate | 55.2% | 74.2%-19.0pp | 81.9%-26.7pp | 69.5%-14.4pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.16%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $692 | $2,966-76.7% | $4,696-85.3% | $2,342-70.5% |
| Participant deferral / active EE | $1,717 | $5,051-66.0% | $6,247-72.5% | $3,332-48.5% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |