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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 | $1,697 | $117,433-98.6% | $99,475-98.3% | $152,897-98.9% |
| Participation rate | 42.1% | 77.5%-35.4pp | 73.8%-31.7pp | 82.5%-40.3pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $324 | $3,013-89.3% | $2,540-87.3% | $4,764-93.2% |
| Participant deferral / active EE | $369 | $4,086-91.0% | $3,619-89.8% | $5,851-93.7% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |