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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 | $4,953 | $167,362-97.0% | $143,799-96.6% | $134,532-96.3% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,447 | $5,620-74.3% | $4,952-70.8% | $4,741-69.5% |
| Participant deferral / active EE | $1,853 | $6,447-71.3% | $5,638-67.1% | $6,401-71.1% |
| Admin fee / account holder | $33 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |