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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 | $17,063 | $46,722-63.5% | $130,660-86.9% | $65,185-73.8% |
| Participation rate | 4.0% | 60.9%-57.0pp | 71.7%-67.8pp | 70.2%-66.2pp |
| Annual return | 20.40% | 24.17%-3.8pp | 1709.29%-1688.9pp | 29.38%-9.0pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $62 | $2,545-97.5% | $3,603-98.3% | $3,514-98.2% |
| Admin fee / account holder | $94 | $453-79.2% | $5,463-98.3% | $847-88.9% |