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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 | $105,284-95.8% | $150,734-97.1% | $94,015-95.3% |
| Participation rate | 63.0% | 71.7%-8.7pp | 78.4%-15.4pp | 70.8%-7.8pp |
| Annual return | 0.00% | 15.67%-15.7pp | 600.81%-600.8pp | 17.84%-17.8pp |
| Employer contribution / active EE | $1,282 | $3,599-64.4% | $4,918-73.9% | $2,790-54.1% |
| Participant deferral / active EE | $1,454 | $4,274-66.0% | $5,610-74.1% | $4,249-65.8% |
| Admin fee / account holder | $92 | $9,839-99.1% | $14,905-99.4% | $8,951-99.0% |