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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 | $22,103 | $85,766-74.2% | $136,298-83.8% | $70,126-68.5% |
| Participation rate | 40.6% | 74.2%-33.5pp | 81.9%-41.3pp | 69.5%-28.9pp |
| Annual return | 14.27% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $770 | $2,966-74.0% | $4,696-83.6% | $2,343-67.1% |
| Participant deferral / active EE | $1,582 | $5,051-68.7% | $6,247-74.7% | $3,332-52.5% |
| Admin fee / account holder | $163 | $5,421-97.0% | $9,244-98.2% | $4,645-96.5% |