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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 | $11,976 | $85,766-86.0% | $136,298-91.2% | $70,126-82.9% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 22.58% | 31.46%-8.9pp | 5156.27%-5133.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,718 | $5,051-66.0% | $6,247-72.5% | $3,332-48.4% |
| Admin fee / account holder | $128 | $5,421-97.6% | $9,244-98.6% | $4,645-97.2% |