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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 | $4,685 | $87,733-94.7% | $106,555-95.6% | $85,847-94.5% |
| Participation rate | 51.9% | 71.9%-20.1pp | 76.1%-24.3pp | 69.3%-17.5pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $984 | $2,073-52.5% | $2,819-65.1% | $2,565-61.6% |
| Participant deferral / active EE | $1,349 | $3,469-61.1% | $4,399-69.3% | $3,952-65.9% |
| Admin fee / account holder | $27 | $6,767-99.6% | $7,408-99.6% | $6,261-99.6% |