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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 | $6,544 | $93,589-93.0% | $135,942-95.2% | $75,181-91.3% |
| Participation rate | 46.0% | 75.2%-29.2pp | 81.9%-35.9pp | 67.2%-21.2pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $849 | $3,537-76.0% | $4,858-82.5% | $2,671-68.2% |
| Participant deferral / active EE | $1,982 | $6,405-69.1% | $7,759-74.5% | $4,126-52.0% |
| Admin fee / account holder | $65 | $6,977-99.1% | $10,764-99.4% | $5,650-98.8% |