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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 | $4,427 | $99,994-95.6% | $146,647-97.0% | $85,851-94.8% |
| Participation rate | 33.3% | 73.1%-39.7pp | 80.1%-46.7pp | 69.3%-36.0pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $629 | $2,559-75.4% | $4,137-84.8% | $2,565-75.5% |
| Participant deferral / active EE | $904 | $4,006-77.4% | $5,506-83.6% | $3,952-77.1% |
| Admin fee / account holder | $15 | $7,703-99.8% | $10,281-99.9% | $6,261-99.8% |