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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 | $2,610 | $99,032-97.4% | $80,022-96.7% | $135,380-98.1% |
| Participation rate | 55.0% | 78.4%-23.4pp | 75.8%-20.8pp | 82.6%-27.6pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $647 | $3,043-78.7% | $2,468-73.8% | $4,779-86.5% |
| Participant deferral / active EE | $1,003 | $4,282-76.6% | $3,686-72.8% | $5,609-82.1% |
| Admin fee / account holder | $212 | $10,436-98.0% | $6,521-96.7% | $10,828-98.0% |