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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 | $21,858 | $85,766-74.5% | $136,298-84.0% | $70,126-68.8% |
| Participation rate | 38.8% | 74.2%-35.4pp | 81.9%-43.1pp | 69.5%-30.8pp |
| Annual return | 19.31% | 31.46%-12.1pp | 5156.27%-5137.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,053 | $2,966-64.5% | $4,696-77.6% | $2,343-55.0% |
| Participant deferral / active EE | $1,986 | $5,051-60.7% | $6,247-68.2% | $3,332-40.4% |
| Admin fee / account holder | $162 | $5,421-97.0% | $9,244-98.3% | $4,645-96.5% |