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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 | $21,972 | $85,766-74.4% | $136,297-83.9% | $70,124-68.7% |
| Participation rate | 3.3% | 74.2%-70.9pp | 81.9%-78.6pp | 69.5%-66.3pp |
| Annual return | 16.71% | 31.45%-14.7pp | 5156.19%-5139.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $136 | $5,051-97.3% | $6,247-97.8% | $3,332-95.9% |
| Admin fee / account holder | $118 | $5,420-97.8% | $9,244-98.7% | $4,645-97.5% |