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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 | $9,614 | $85,766-88.8% | $136,298-92.9% | $70,126-86.3% |
| Participation rate | 42.7% | 74.2%-31.5pp | 81.9%-39.3pp | 69.5%-26.9pp |
| Annual return | 24.20% | 31.46%-7.3pp | 5156.27%-5132.1pp | 73.15%-48.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,940 | $5,051-61.6% | $6,247-68.9% | $3,332-41.8% |
| Admin fee / account holder | $205 | $5,421-96.2% | $9,244-97.8% | $4,645-95.6% |