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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 | $2,891 | $79,955-96.4% | $98,461-97.1% | $75,173-96.2% |
| Participation rate | 51.7% | 70.4%-18.6pp | 75.2%-23.4pp | 67.2%-15.5pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $616 | $2,264-72.8% | $3,049-79.8% | $2,671-76.9% |
| Participant deferral / active EE | $768 | $3,752-79.5% | $4,738-83.8% | $4,126-81.4% |
| Admin fee / account holder | $12 | $6,841-99.8% | $8,961-99.9% | $5,651-99.8% |