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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 | $5,268 | $51,638-89.8% | $129,406-95.9% | $80,959-93.5% |
| Participation rate | 48.0% | 56.9%-8.9pp | 69.6%-21.6pp | 67.7%-19.7pp |
| Annual return | 17.96% | 20.78%-2.8pp | 9468.18%-9450.2pp | 35.67%-17.7pp |
| Employer contribution / active EE | $688 | $1,584-56.6% | $4,155-83.5% | $2,757-75.1% |
| Participant deferral / active EE | $687 | $2,670-74.3% | $4,167-83.5% | $4,300-84.0% |
| Admin fee / account holder | $16 | $4,313-99.6% | $7,689-99.8% | $6,925-99.8% |