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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 | $4,092 | $110,307-96.3% | $96,576-95.8% | $139,456-97.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 0.00% | 26.40%-26.4pp | 25.87%-25.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,137 | $3,619-68.6% | $2,965-61.6% | $4,753-76.1% |
| Participant deferral / active EE | $1,137 | $5,547-79.5% | $4,851-76.6% | $6,711-83.1% |
| Admin fee / account holder | $90 | $11,597-99.2% | $8,253-98.9% | $11,407-99.2% |