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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 | $5,413 | $67,352-92.0% | $60,899-91.1% | $134,509-96.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | 1.30% | 49.99%-48.7pp | 16.92%-15.6pp | 418.13%-416.8pp |
| Employer contribution / active EE | $410 | $3,098-86.8% | $2,702-84.8% | $4,741-91.3% |
| Participant deferral / active EE | $410 | $4,539-91.0% | $3,817-89.3% | $6,400-93.6% |
| Admin fee / account holder | $1 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |