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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 | $93,345-95.3% | $119,126-96.3% | $87,485-95.0% |
| Participation rate | 63.0% | 68.7%-5.7pp | 75.8%-12.7pp | 68.9%-5.9pp |
| Annual return | 0.00% | 19.08%-19.1pp | 282.11%-282.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,282 | $3,172-59.6% | $4,034-68.2% | $2,596-50.6% |
| Participant deferral / active EE | $1,454 | $4,099-64.5% | $5,318-72.7% | $4,274-66.0% |
| Admin fee / account holder | $92 | $8,039-98.9% | $10,693-99.1% | $7,775-98.8% |