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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 | $4,386 | $88,672-95.1% | $105,223-95.8% | $82,448-94.7% |
| Participation rate | 63.0% | 67.9%-4.9pp | 75.0%-12.0pp | 68.1%-5.1pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,282 | $3,048-57.9% | $3,689-65.2% | $2,551-49.7% |
| Participant deferral / active EE | $1,454 | $4,036-64.0% | $5,072-71.3% | $4,139-64.9% |
| Admin fee / account holder | $92 | $7,146-98.7% | $8,859-99.0% | $7,234-98.7% |