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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 | $3,741 | $72,269-94.8% | $101,271-96.3% | $79,852-95.3% |
| Participation rate | 69.8% | 68.5%+1.4pp | 75.8%-6.0pp | 69.6%+0.2pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,332 | $2,692-13.3% | $3,660-36.3% | $2,471-5.6% |
| Participant deferral / active EE | $98 | $3,282-97.0% | $4,371-97.8% | $3,740-97.4% |
| Admin fee / account holder | $102 | $4,401-97.7% | $5,948-98.3% | $5,306-98.1% |