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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 | $2,253 | $124,351-98.2% | $109,188-97.9% | $167,553-98.7% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $787 | $4,210-81.3% | $3,723-78.9% | $4,840-83.7% |
| Participant deferral / active EE | $787 | $5,257-85.0% | $4,654-83.1% | $6,343-87.6% |
| Admin fee / account holder | $6 | $7,975-99.9% | $6,755-99.9% | $12,316-100.0% |