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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 | $6,625 | $199,109-96.7% | $173,730-96.2% | $154,746-95.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 0.00% | 20.02%-20.0pp | 19.96%-20.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,400 | $5,311-54.8% | $4,577-47.6% | $4,379-45.2% |
| Participant deferral / active EE | $1,900 | $7,113-73.3% | $6,326-70.0% | $6,730-71.8% |
| Admin fee / account holder | $11 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |