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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 | $3,678 | $98,760-96.3% | $149,715-97.5% | $79,858-95.4% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $950 | $3,217-70.5% | $4,645-79.6% | $2,471-61.6% |
| Participant deferral / active EE | $1,227 | $5,681-78.4% | $6,842-82.1% | $3,740-67.2% |
| Admin fee / account holder | $34 | $6,053-99.4% | $9,310-99.6% | $5,306-99.4% |