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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 | $5,618 | $135,956-95.9% | $123,894-95.5% | $273,972-97.9% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,146 | $5,170-77.8% | $4,617-75.2% | $4,869-76.5% |
| Participant deferral / active EE | $1,938 | $6,343-69.5% | $5,984-67.6% | $5,287-63.4% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |