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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 | $5,032 | $79,449-93.7% | $189,597-97.3% | $85,851-94.1% |
| Participation rate | 36.7% | 66.0%-29.3pp | 78.4%-41.8pp | 69.3%-32.7pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.20%-64.2pp | 318.63%-318.6pp |
| Employer contribution / active EE | $415 | $2,081-80.0% | $4,412-90.6% | $2,565-83.8% |
| Participant deferral / active EE | $842 | $4,051-79.2% | $6,174-86.4% | $3,952-78.7% |
| Admin fee / account holder | $8 | $5,377-99.9% | $9,807-99.9% | $6,261-99.9% |