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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 | $4,524 | $157,270-97.1% | $141,173-96.8% | $152,870-97.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,103 | $5,261-79.0% | $4,735-76.7% | $4,763-76.8% |
| Participant deferral / active EE | $1,524 | $7,110-78.6% | $6,710-77.3% | $5,850-73.9% |
| Admin fee / account holder | $160 | $12,121-98.7% | $10,262-98.4% | $11,597-98.6% |