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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 | $4,758 | $201,372-97.6% | $184,260-97.4% | $145,884-96.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,538 | $7,024-78.1% | $6,427-76.1% | $4,662-67.0% |
| Participant deferral / active EE | $1,650 | $9,808-83.2% | $9,133-81.9% | $6,690-75.3% |
| Admin fee / account holder | $63 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |