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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 | $4,292 | $62,672-93.2% | $185,117-97.7% | $70,126-93.9% |
| Participation rate | 41.2% | 63.8%-22.6pp | 77.3%-36.1pp | 69.5%-28.4pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $489 | $1,753-72.1% | $4,182-88.3% | $2,343-79.1% |
| Participant deferral / active EE | $1,068 | $3,272-67.4% | $5,045-78.8% | $3,332-67.9% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |