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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 | $19,386 | $85,766-77.4% | $136,297-85.8% | $70,124-72.4% |
| Participation rate | 34.4% | 74.2%-39.7pp | 81.9%-47.5pp | 69.5%-35.1pp |
| Annual return | 17.37% | 31.45%-14.1pp | 5156.19%-5138.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,341 | $5,051-73.5% | $6,247-78.5% | $3,332-59.7% |
| Admin fee / account holder | $264 | $5,420-95.1% | $9,244-97.1% | $4,645-94.3% |