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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 | $1,912 | $77,638-97.5% | $156,551-98.8% | $62,881-97.0% |
| Participation rate | 35.5% | 71.2%-35.7pp | 84.0%-48.5pp | 69.3%-33.8pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $372 | $3,444-89.2% | $5,501-93.2% | $2,281-83.7% |
| Participant deferral / active EE | $468 | $3,046-84.6% | $4,871-90.4% | $3,203-85.4% |
| Admin fee / account holder | $154 | $5,561-97.2% | $13,028-98.8% | $4,296-96.4% |