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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 | $78,672-94.0% | $109,163-95.7% | $85,856-94.5% |
| Participation rate | 40.7% | 68.3%-27.5pp | 75.9%-35.1pp | 69.3%-28.6pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $815 | $2,734-70.2% | $3,723-78.1% | $2,565-68.2% |
| Participant deferral / active EE | $1,418 | $3,467-59.1% | $4,654-69.5% | $3,952-64.1% |
| Admin fee / account holder | $94 | $5,470-98.3% | $6,754-98.6% | $6,261-98.5% |