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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 | $6,526 | $115,903-94.4% | $100,528-93.5% | $158,966-95.9% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.6pp | 82.0%-39.1pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $689 | $4,105-83.2% | $3,419-79.9% | $4,762-85.5% |
| Participant deferral / active EE | $1,936 | $6,677-71.0% | $6,271-69.1% | $5,983-67.6% |
| Admin fee / account holder | $27 | $11,000-99.8% | $8,084-99.7% | $11,250-99.8% |