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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 | $8,197 | $93,598-91.2% | $135,974-94.0% | $75,173-89.1% |
| Participation rate | 44.0% | 75.2%-31.2pp | 81.9%-37.9pp | 67.2%-23.2pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $963 | $3,538-72.8% | $4,859-80.2% | $2,671-63.9% |
| Participant deferral / active EE | $2,310 | $6,405-63.9% | $7,760-70.2% | $4,126-44.0% |
| Admin fee / account holder | $5 | $6,978-99.9% | $10,767-100.0% | $5,651-99.9% |