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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 | $3,328 | $87,166-96.2% | $76,735-95.7% | $137,256-97.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 0.00% | 26.50%-26.5pp | 29.77%-29.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,882 | $2,904-35.2% | $2,454-23.3% | $4,156-54.7% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |