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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 | $7,989 | $46,732-82.9% | $156,551-94.9% | $55,167-85.5% |
| Participation rate | 22.8% | 65.8%-43.0pp | 84.0%-61.2pp | 69.0%-46.2pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $327 | $2,105-84.5% | $5,501-94.1% | $1,963-83.3% |
| Participant deferral / active EE | $295 | $2,204-86.6% | $4,871-93.9% | $3,054-90.3% |
| Admin fee / account holder | $116 | $418-72.2% | $13,028-99.1% | $504-76.9% |