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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 | $2,198 | $103,392-97.9% | $87,104-97.5% | $152,897-98.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $944 | $3,221-70.7% | $2,521-62.6% | $4,764-80.2% |
| Participant deferral / active EE | $1,087 | $4,778-77.2% | $4,048-73.1% | $5,851-81.4% |
| Admin fee / account holder | $65 | $12,194-99.5% | $7,491-99.1% | $11,599-99.4% |