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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 | $2,319 | $83,908-97.2% | $68,509-96.6% | $125,393-98.2% |
| Participation rate | 68.8% | 78.2%-9.4pp | 74.7%-6.0pp | 83.2%-14.4pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.23%-282.2pp |
| Employer contribution / active EE | $664 | $3,031-78.1% | $2,278-70.9% | $4,866-86.4% |
| Participant deferral / active EE | $955 | $4,125-76.9% | $3,382-71.8% | $5,351-82.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |