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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 | $5,224 | $168,636-96.9% | $147,618-96.5% | $125,388-95.8% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,352 | $6,252-78.4% | $5,565-75.7% | $4,866-72.2% |
| Participant deferral / active EE | $1,352 | $5,507-75.4% | $4,895-72.4% | $5,352-74.7% |
| Admin fee / account holder | $48 | $13,580-99.7% | $11,612-99.6% | $9,541-99.5% |