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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 | $7,201 | $152,460-95.3% | $118,746-93.9% | $147,585-95.1% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.3%-40.8pp | 82.8%-45.3pp |
| Annual return | 0.00% | 17.41%-17.4pp | 24.54%-24.5pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,249 | $5,046-75.3% | $4,193-70.2% | $4,876-74.4% |
| Participant deferral / active EE | $1,298 | $6,212-79.1% | $5,332-75.7% | $5,439-76.1% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |