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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 | $30,820 | $100,041-69.2% | $149,718-79.4% | $70,131-56.1% |
| Participation rate | 43.9% | 83.6%-39.6pp | 87.1%-43.1pp | 69.5%-25.6pp |
| Annual return | 13.68% | 27.43%-13.7pp | 1501.67%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,052 | $4,983-78.9% | $6,569-84.0% | $3,332-68.4% |
| Admin fee / account holder | $264 | $8,286-96.8% | $11,283-97.7% | $4,645-94.3% |