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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 | $4,278 | $135,956-96.9% | $123,894-96.5% | $273,972-98.4% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $942 | $5,170-81.8% | $4,617-79.6% | $4,869-80.7% |
| Participant deferral / active EE | $1,512 | $6,343-76.2% | $5,984-74.7% | $5,287-71.4% |
| Admin fee / account holder | $49 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |