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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 | $3,297 | $84,236-96.1% | $170,435-98.1% | $70,126-95.3% |
| Participation rate | 61.0% | 70.8%-9.8pp | 83.6%-22.6pp | 69.5%-8.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,098 | $3,387-67.6% | $5,432-79.8% | $2,343-53.1% |
| Participant deferral / active EE | $700 | $3,086-77.3% | $4,939-85.8% | $3,332-79.0% |
| Admin fee / account holder | $112 | $5,698-98.0% | $13,881-99.2% | $4,645-97.6% |