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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 | $13,560 | $85,766-84.2% | $136,298-90.1% | $70,126-80.7% |
| Participation rate | 21.4% | 74.2%-52.7pp | 81.9%-60.5pp | 69.5%-48.1pp |
| Annual return | 31.34% | 31.46%-0.1pp | 5156.27%-5124.9pp | 73.15%-41.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,650 | $5,051-67.3% | $6,247-73.6% | $3,332-50.5% |
| Admin fee / account holder | $5 | $5,421-99.9% | $9,244-99.9% | $4,645-99.9% |