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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 | $4,477 | $79,955-94.4% | $98,461-95.5% | $75,173-94.0% |
| Participation rate | 42.9% | 70.4%-27.5pp | 75.2%-32.3pp | 67.2%-24.3pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $649 | $2,264-71.3% | $3,049-78.7% | $2,671-75.7% |
| Participant deferral / active EE | $1,026 | $3,752-72.7% | $4,738-78.4% | $4,126-75.1% |
| Admin fee / account holder | $48 | $6,841-99.3% | $8,961-99.5% | $5,651-99.2% |