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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 | $3,481 | $91,559-96.2% | $133,959-97.4% | $79,858-95.6% |
| Participation rate | 46.7% | 73.3%-26.7pp | 79.8%-33.2pp | 69.6%-23.0pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $678 | $2,384-71.5% | $3,919-82.7% | $2,471-72.5% |
| Participant deferral / active EE | $1,049 | $3,734-71.9% | $5,047-79.2% | $3,740-72.0% |
| Admin fee / account holder | $45 | $6,321-99.3% | $8,928-99.5% | $5,306-99.2% |