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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 | $3,396 | $124,425-97.3% | $112,040-97.0% | $137,256-97.5% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,039 | $3,411-69.5% | $2,954-64.8% | $4,156-75.0% |
| Participant deferral / active EE | $1,120 | $5,718-80.4% | $5,098-78.0% | $6,407-82.5% |
| Admin fee / account holder | $232 | $15,207-98.5% | $12,098-98.1% | $12,270-98.1% |