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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 | $2,342 | $97,751-97.6% | $103,447-97.7% | $145,877-98.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 0.00% | 25.43%-25.4pp | 23.92%-23.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,665 | $4,684-64.5% | $4,678-64.4% | $4,663-64.3% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $247 | $12,515-98.0% | $9,415-97.4% | $13,402-98.2% |