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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 | $1,926 | $62,672-96.9% | $185,117-99.0% | $70,126-97.3% |
| Participation rate | 66.7% | 63.8%+2.9pp | 77.3%-10.6pp | 69.5%-2.9pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,150 | $1,753-34.4% | $4,182-72.5% | $2,343-50.9% |
| Participant deferral / active EE | $165 | $3,272-94.9% | $5,045-96.7% | $3,332-95.0% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |