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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 | $1,765 | $115,903-98.5% | $100,528-98.2% | $158,966-98.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $380 | $4,105-90.8% | $3,419-88.9% | $4,762-92.0% |
| Participant deferral / active EE | $524 | $6,677-92.2% | $6,271-91.6% | $5,983-91.2% |
| Admin fee / account holder | $6 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |