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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 | $1,934 | $54,763-96.5% | $90,324-97.9% | $72,976-97.4% |
| Participation rate | 34.7% | 65.2%-30.5pp | 73.3%-38.6pp | 69.5%-34.8pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $413 | $2,093-80.3% | $2,856-85.5% | $2,440-83.1% |
| Participant deferral / active EE | $563 | $2,887-80.5% | $3,885-85.5% | $3,608-84.4% |
| Admin fee / account holder | $99 | $3,973-97.5% | $5,356-98.1% | $5,124-98.1% |