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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 | $33,745 | $100,060-66.3% | $149,721-77.5% | $70,126-51.9% |
| Participation rate | 25.0% | 83.6%-58.6pp | 87.1%-62.1pp | 69.5%-44.5pp |
| Annual return | 16.02% | 27.46%-11.4pp | 1501.67%-1485.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,428 | $4,982-71.3% | $6,568-78.3% | $3,332-57.2% |
| Admin fee / account holder | $25 | $8,285-99.7% | $11,282-99.8% | $4,645-99.5% |