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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 | $4,387 | $93,589-95.3% | $135,942-96.8% | $75,181-94.2% |
| Participation rate | 61.9% | 75.2%-13.3pp | 81.9%-20.0pp | 67.2%-5.3pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $912 | $3,537-74.2% | $4,858-81.2% | $2,671-65.8% |
| Participant deferral / active EE | $1,716 | $6,405-73.2% | $7,759-77.9% | $4,126-58.4% |
| Admin fee / account holder | $53 | $6,977-99.2% | $10,764-99.5% | $5,650-99.1% |