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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 | $4,784 | $77,901-93.9% | $149,717-96.8% | $75,181-93.6% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 26.42% | 31.73%-5.3pp | 134.41%-108.0pp | 160.69%-134.3pp |
| Employer contribution / active EE | $1,384 | $3,137-55.9% | $4,820-71.3% | $2,671-48.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $52 | $5,949-99.1% | $13,213-99.6% | $5,650-99.1% |