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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 | $9,335 | $39,162-76.2% | $100,671-90.7% | $59,633-84.3% |
| Participation rate | 41.5% | 55.9%-14.4pp | 70.7%-29.3pp | 68.7%-27.2pp |
| Annual return | 0.00% | 21.07%-21.1pp | 20.43%-20.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $259 | $1,151-77.5% | $4,012-93.5% | $2,203-88.2% |
| Participant deferral / active EE | $327 | $1,992-83.6% | $3,144-89.6% | $3,192-89.7% |
| Admin fee / account holder | $163 | $2,969-94.5% | $4,850-96.6% | $4,297-96.2% |