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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 | $11,161 | $135,956-91.8% | $123,894-91.0% | $273,972-95.9% |
| Participation rate | 30.0% | 84.1%-54.1pp | 81.4%-51.4pp | 83.0%-53.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,207 | $5,170-76.7% | $4,617-73.9% | $4,869-75.2% |
| Participant deferral / active EE | $1,963 | $6,343-69.0% | $5,984-67.2% | $5,287-62.9% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |