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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 | $3,349 | $117,846-97.2% | $102,434-96.7% | $145,884-97.7% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 0.00% | 31.90%-31.9pp | 29.46%-29.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,019 | $3,615-71.8% | $3,023-66.3% | $4,662-78.1% |
| Participant deferral / active EE | $1,149 | $5,733-80.0% | $5,055-77.3% | $6,690-82.8% |
| Admin fee / account holder | $134 | $13,356-99.0% | $9,462-98.6% | $13,392-99.0% |