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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 | $8,534 | $61,052-86.0% | $142,898-94.0% | $79,389-89.3% |
| Participation rate | 10.1% | 60.1%-50.0pp | 72.0%-61.9pp | 70.7%-60.6pp |
| Annual return | 31.55% | 16.02%+15.5pp | 5639.64%-5608.1pp | 116.89%-85.3pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,146-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $656 | $2,879-77.2% | $3,838-82.9% | $4,046-83.8% |
| Admin fee / account holder | $146 | $659-77.9% | $6,560-97.8% | $626-76.7% |