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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 | $6,269 | $91,559-93.2% | $133,978-95.3% | $79,856-92.1% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.1pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.10%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,055 | $2,384-55.7% | $3,919-73.1% | $2,471-57.3% |
| Participant deferral / active EE | $1,441 | $3,734-61.4% | $5,047-71.4% | $3,741-61.5% |
| Admin fee / account holder | $16 | $6,321-99.8% | $8,930-99.8% | $5,306-99.7% |