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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 | $8,988 | $91,559-90.2% | $133,971-93.3% | $79,852-88.7% |
| Participation rate | 42.3% | 73.3%-31.0pp | 79.8%-37.5pp | 69.6%-27.3pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $912 | $2,384-61.8% | $3,919-76.7% | $2,471-63.1% |
| Participant deferral / active EE | $1,425 | $3,734-61.8% | $5,047-71.8% | $3,740-61.9% |
| Admin fee / account holder | $8 | $6,321-99.9% | $8,929-99.9% | $5,306-99.9% |