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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 | $1,178 | $97,125-98.8% | $86,233-98.6% | $137,256-99.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 0.00% | 74.19%-74.2pp | 61.39%-61.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $331 | $2,841-88.4% | $2,504-86.8% | $4,156-92.0% |
| Participant deferral / active EE | $512 | $5,180-90.1% | $4,559-88.8% | $6,407-92.0% |
| Admin fee / account holder | $106 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |