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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 | $3,613 | $110,212-96.7% | $96,534-96.3% | $139,466-97.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $844 | $3,620-76.7% | $2,965-71.5% | $4,754-82.2% |
| Participant deferral / active EE | $844 | $5,547-84.8% | $4,851-82.6% | $6,712-87.4% |
| Admin fee / account holder | $2 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |