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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 | $1,407 | $167,415-99.2% | $140,514-99.0% | $198,609-99.3% |
| Participation rate | 64.3% | 80.9%-16.6pp | 77.8%-13.5pp | 82.4%-18.1pp |
| Annual return | 0.00% | 13.85%-13.9pp | 14.36%-14.4pp | 202.70%-202.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $983 | $5,579-82.4% | $4,919-80.0% | $6,977-85.9% |
| Admin fee / account holder | $5 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |