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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 | $3,053 | $99,032-96.9% | $80,022-96.2% | $135,379-97.7% |
| Participation rate | 41.7% | 78.4%-36.7pp | 75.8%-34.2pp | 82.6%-41.0pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $574 | $3,043-81.1% | $2,468-76.7% | $4,779-88.0% |
| Participant deferral / active EE | $793 | $4,282-81.5% | $3,686-78.5% | $5,609-85.9% |
| Admin fee / account holder | $12 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |