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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 | $6,227 | $96,361-93.5% | $80,607-92.3% | $139,456-95.5% |
| Participation rate | 15.0% | 73.6%-58.6pp | 67.0%-52.0pp | 80.3%-65.3pp |
| Annual return | 17.10% | 1350.95%-1333.8pp | 936.11%-919.0pp | 373.45%-356.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $346 | $5,232-93.4% | $4,448-92.2% | $6,711-94.9% |
| Admin fee / account holder | $119 | $6,601-98.2% | $5,379-97.8% | $11,407-99.0% |