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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 | $664 | $81,233-99.2% | $155,567-99.6% | $80,874-99.2% |
| Participation rate | 65.8% | 66.2%-0.4pp | 78.2%-12.4pp | 67.6%-1.9pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $429 | $3,101-86.2% | $4,674-90.8% | $2,756-84.4% |
| Participant deferral / active EE | $438 | $3,452-87.3% | $5,628-92.2% | $4,297-89.8% |
| Admin fee / account holder | $72 | $7,998-99.1% | $15,916-99.5% | $6,935-99.0% |