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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 | $9,290 | $197,625-95.3% | $177,840-94.8% | $158,966-94.2% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,862 | $6,698-72.2% | $5,919-68.5% | $4,762-60.9% |
| Participant deferral / active EE | $2,253 | $8,405-73.2% | $7,714-70.8% | $5,983-62.3% |
| Admin fee / account holder | $22 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |