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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 | $9,269 | $124,346-92.5% | $111,306-91.7% | $167,553-94.5% |
| Participation rate | 37.5% | 79.6%-42.1pp | 77.3%-39.8pp | 82.1%-44.6pp |
| Annual return | 0.00% | 37.46%-37.5pp | 54.67%-54.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $736 | $3,438-78.6% | $2,732-73.1% | $4,840-84.8% |
| Participant deferral / active EE | $1,219 | $5,182-76.5% | $4,488-72.8% | $6,343-80.8% |
| Admin fee / account holder | $30 | $10,623-99.7% | $7,966-99.6% | $12,316-99.8% |