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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 | $30,715 | $100,060-69.3% | $149,721-79.5% | $70,126-56.2% |
| Participation rate | 51.7% | 83.6%-31.9pp | 87.1%-35.4pp | 69.5%-17.9pp |
| Annual return | 16.76% | 27.46%-10.7pp | 1501.67%-1484.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,567 | $4,982-68.6% | $6,568-76.1% | $3,332-53.0% |
| Admin fee / account holder | $207 | $8,285-97.5% | $11,282-98.2% | $4,645-95.5% |