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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 | $4,415 | $100,792-95.6% | $86,691-94.9% | $134,509-96.7% |
| Participation rate | 41.2% | 78.9%-37.8pp | 76.6%-35.4pp | 81.2%-40.1pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $926 | $3,491-73.5% | $2,837-67.3% | $4,741-80.5% |
| Participant deferral / active EE | $1,224 | $5,339-77.1% | $4,656-73.7% | $6,400-80.9% |
| Admin fee / account holder | $93 | $10,924-99.1% | $7,492-98.8% | $11,427-99.2% |