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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 | $5,028 | $162,821-96.9% | $133,978-96.2% | $158,982-96.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $947 | $4,976-81.0% | $3,919-75.8% | $4,763-80.1% |
| Participant deferral / active EE | $1,369 | $5,910-76.8% | $5,047-72.9% | $5,983-77.1% |
| Admin fee / account holder | $56 | $11,742-99.5% | $8,930-99.4% | $11,252-99.5% |