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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 | $15,529 | $58,408-73.4% | $180,320-91.4% | $69,733-77.7% |
| Participation rate | 2.5% | 54.2%-51.7pp | 71.5%-69.0pp | 62.5%-59.9pp |
| Annual return | 15.22% | 15.02%+0.2pp | 778.54%-763.3pp | 15.22%0pp |
| Employer contribution / active EE | $0 | $1,159-100.0% | $4,108-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $87 | $2,723-96.8% | $4,304-98.0% | $3,054-97.1% |
| Admin fee / account holder | $119 | $4,205-97.2% | $10,000-98.8% | $3,102-96.2% |