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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 | $4,251 | $93,064-95.4% | $74,577-94.3% | $273,972-98.4% |
| Participation rate | 16.7% | 74.9%-58.3pp | 68.1%-51.4pp | 83.0%-66.3pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $310 | $3,160-90.2% | $2,525-87.7% | $4,869-93.6% |
| Participant deferral / active EE | $388 | $4,160-90.7% | $3,458-88.8% | $5,287-92.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |