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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 | $1,468 | $129,960-98.9% | $104,299-98.6% | $134,545-98.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,146 | $4,186-72.6% | $3,373-66.0% | $4,742-75.8% |
| Participant deferral / active EE | $1,185 | $5,589-78.8% | $4,626-74.4% | $6,401-81.5% |
| Admin fee / account holder | $44 | $9,324-99.5% | $7,339-99.4% | $11,431-99.6% |