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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 | $16,260 | $142,430-88.6% | $115,170-85.9% | $152,885-89.4% |
| Participation rate | 31.8% | 82.4%-50.5pp | 75.9%-44.1pp | 82.5%-50.6pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $861 | $4,011-78.5% | $3,179-72.9% | $4,763-81.9% |
| Participant deferral / active EE | $1,051 | $5,165-79.6% | $4,169-74.8% | $5,851-82.0% |
| Admin fee / account holder | $17 | $8,464-99.8% | $7,089-99.8% | $11,598-99.9% |