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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 | $4,708 | $51,708-90.9% | $106,619-95.6% | $62,881-92.5% |
| Participation rate | 36.4% | 66.9%-30.5pp | 78.0%-41.6pp | 69.3%-32.9pp |
| Annual return | 73.00% | 4.69%+68.3pp | 9.42%+63.6pp | 20.14%+52.9pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $732 | $2,315-68.4% | $3,930-81.4% | $3,203-77.2% |
| Admin fee / account holder | $69 | $3,349-97.9% | $6,418-98.9% | $4,296-98.4% |