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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 | $4,058 | $72,269-94.4% | $101,271-96.0% | $79,852-94.9% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,162 | $2,692-56.8% | $3,660-68.2% | $2,471-53.0% |
| Participant deferral / active EE | $1,263 | $3,282-61.5% | $4,371-71.1% | $3,740-66.2% |
| Admin fee / account holder | $275 | $4,401-93.8% | $5,948-95.4% | $5,306-94.8% |