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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 | $8,078 | $124,330-93.5% | $109,173-92.6% | $167,536-95.2% |
| Participation rate | 64.3% | 79.5%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,160 | $4,209-72.4% | $3,723-68.8% | $4,839-76.0% |
| Participant deferral / active EE | $1,373 | $5,256-73.9% | $4,654-70.5% | $6,342-78.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |