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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 | $5,201 | $93,617-94.4% | $135,982-96.2% | $75,177-93.1% |
| Participation rate | 48.0% | 75.2%-27.2pp | 81.9%-33.9pp | 67.2%-19.2pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,029 | $3,538-70.9% | $4,859-78.8% | $2,671-61.5% |
| Participant deferral / active EE | $1,791 | $6,406-72.0% | $7,760-76.9% | $4,126-56.6% |
| Admin fee / account holder | $284 | $6,980-95.9% | $10,767-97.4% | $5,651-95.0% |