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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 | $1,510 | $185,141-99.2% | $153,416-99.0% | $155,188-99.0% |
| Participation rate | 61.5% | 79.9%-18.4pp | 74.3%-12.8pp | 80.8%-19.3pp |
| Annual return | 0.00% | 18.72%-18.7pp | 17.84%-17.8pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,050 | $5,477-80.8% | $4,723-77.8% | $6,531-83.9% |
| Admin fee / account holder | $84 | $16,005-99.5% | $13,095-99.4% | $14,480-99.4% |