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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 | $5,978 | $171,272-96.5% | $127,803-95.3% | $152,909-96.1% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.0%-9.8pp | 82.5%-13.2pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,067 | $5,451-62.1% | $4,576-54.8% | $4,764-56.6% |
| Participant deferral / active EE | $2,067 | $7,043-70.6% | $6,023-65.7% | $5,851-64.7% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,601-100.0% |