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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 | $16,366 | $85,766-80.9% | $136,298-88.0% | $70,126-76.7% |
| Participation rate | 51.1% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 24.08% | 31.46%-7.4pp | 5156.27%-5132.2pp | 73.15%-49.1pp |
| Employer contribution / active EE | $990 | $2,966-66.6% | $4,696-78.9% | $2,343-57.8% |
| Participant deferral / active EE | $1,855 | $5,051-63.3% | $6,247-70.3% | $3,332-44.3% |
| Admin fee / account holder | $37 | $5,421-99.3% | $9,244-99.6% | $4,645-99.2% |