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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 | $1,438 | $93,064-98.5% | $74,577-98.1% | $273,972-99.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $238 | $3,160-92.5% | $2,525-90.6% | $4,869-95.1% |
| Participant deferral / active EE | $238 | $4,160-94.3% | $3,458-93.1% | $5,287-95.5% |
| Admin fee / account holder | $10 | $5,273-99.8% | $4,138-99.8% | $10,133-99.9% |