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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 | $10,570 | $45,566-76.8% | $64,105-83.5% | $59,633-82.3% |
| Participation rate | 67.9% | 60.2%+7.7pp | 68.2%-0.3pp | 68.7%-0.8pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $246 | $934-73.6% | $1,820-86.5% | $2,203-88.8% |
| Participant deferral / active EE | $287 | $2,057-86.1% | $2,822-89.8% | $3,192-91.0% |
| Admin fee / account holder | $106 | $3,268-96.8% | $4,499-97.6% | $4,297-97.5% |