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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 | $5,086 | $110,303-95.4% | $95,759-94.7% | $139,487-96.4% |
| Participation rate | 12.5% | 75.7%-63.2pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.42%-28.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $298 | $3,261-90.9% | $2,836-89.5% | $4,755-93.7% |
| Participant deferral / active EE | $298 | $4,674-93.6% | $4,244-93.0% | $6,713-95.6% |
| Admin fee / account holder | $15 | $6,615-99.8% | $5,678-99.7% | $11,407-99.9% |