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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 | $15,980 | $65,395-75.6% | $182,558-91.2% | $72,976-78.1% |
| Participation rate | 64.0% | 65.4%-1.4pp | 78.0%-14.0pp | 69.5%-5.5pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.59%-148.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $606 | $1,911-68.3% | $4,076-85.1% | $2,440-75.2% |
| Participant deferral / active EE | $827 | $3,563-76.8% | $5,526-85.0% | $3,608-77.1% |
| Admin fee / account holder | $266 | $4,245-93.7% | $8,594-96.9% | $5,124-94.8% |