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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 | $15,333 | $65,555-76.6% | $86,216-82.2% | $75,173-79.6% |
| Participation rate | 35.7% | 60.5%-24.8pp | 69.0%-33.2pp | 67.2%-31.5pp |
| Annual return | 17.61% | 46.07%-28.5pp | 1169.42%-1151.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $732 | $3,023-75.8% | $3,986-81.6% | $4,126-82.3% |
| Admin fee / account holder | $137 | $5,469-97.5% | $6,853-98.0% | $5,651-97.6% |