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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 | $20,042 | $65,862-69.6% | $124,694-83.9% | $79,389-74.8% |
| Participation rate | 19.2% | 62.2%-43.1pp | 74.6%-55.5pp | 70.7%-51.5pp |
| Annual return | 13.13% | 19.02%-5.9pp | 5144.82%-5131.7pp | 116.89%-103.8pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,325-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $446 | $2,772-83.9% | $4,615-90.3% | $4,046-89.0% |
| Admin fee / account holder | $133 | $673-80.3% | $7,495-98.2% | $626-78.8% |