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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 | $2,557 | $75,058-96.6% | $152,301-98.3% | $64,340-96.0% |
| Participation rate | 57.3% | 60.9%-3.6pp | 82.4%-25.1pp | 55.2%+2.1pp |
| Annual return | 0.00% | 29.93%-29.9pp | 80.50%-80.5pp | 24.14%-24.1pp |
| Employer contribution / active EE | $703 | $2,605-73.0% | $4,624-84.8% | $1,862-62.2% |
| Participant deferral / active EE | $867 | $5,041-82.8% | $8,004-89.2% | $2,980-70.9% |
| Admin fee / account holder | $238 | $4,050-94.1% | $14,398-98.3% | $3,703-93.6% |