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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 | $2,788 | $51,638-94.6% | $129,406-97.8% | $80,959-96.6% |
| Participation rate | 4.7% | 56.9%-52.3pp | 69.6%-65.0pp | 67.7%-63.0pp |
| Annual return | 26.43% | 20.78%+5.6pp | 9468.18%-9441.7pp | 35.67%-9.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $73 | $2,670-97.3% | $4,167-98.2% | $4,300-98.3% |
| Admin fee / account holder | $10 | $4,313-99.8% | $7,689-99.9% | $6,925-99.9% |