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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 | $3,414 | $76,551-95.5% | $123,894-97.2% | $62,881-94.6% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $834 | $2,882-71.1% | $4,617-81.9% | $2,281-63.4% |
| Participant deferral / active EE | $1,364 | $4,840-71.8% | $5,984-77.2% | $3,203-57.4% |
| Admin fee / account holder | $54 | $4,826-98.9% | $8,357-99.3% | $4,296-98.7% |