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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 | $5,122 | $93,617-94.5% | $135,982-96.2% | $75,177-93.2% |
| Participation rate | 67.7% | 75.2%-7.5pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,210 | $3,538-65.8% | $4,859-75.1% | $2,671-54.7% |
| Participant deferral / active EE | $2,114 | $6,406-67.0% | $7,760-72.8% | $4,126-48.8% |
| Admin fee / account holder | $175 | $6,980-97.5% | $10,767-98.4% | $5,651-96.9% |