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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 | $1,133 | $90,486-98.7% | $78,676-98.6% | $273,972-99.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $285 | $3,175-91.0% | $2,850-90.0% | $4,869-94.1% |
| Participant deferral / active EE | $383 | $3,901-90.2% | $3,517-89.1% | $5,287-92.8% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |