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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 | $4,618 | $70,418-93.4% | $96,570-95.2% | $85,847-94.6% |
| Participation rate | 58.7% | 61.8%-3.1pp | 69.8%-11.1pp | 69.3%-10.6pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $432 | $1,413-69.4% | $2,357-81.7% | $2,565-83.2% |
| Participant deferral / active EE | $947 | $2,894-67.3% | $3,849-75.4% | $3,952-76.0% |
| Admin fee / account holder | $35 | $4,995-99.3% | $6,182-99.4% | $6,261-99.4% |