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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 | $6,443 | $87,132-92.6% | $105,624-93.9% | $80,959-92.0% |
| Participation rate | 28.3% | 70.4%-42.2pp | 75.3%-47.0pp | 67.7%-39.4pp |
| Annual return | 0.00% | 17.03%-17.0pp | 116.20%-116.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $667 | $2,397-72.2% | $3,168-78.9% | $2,757-75.8% |
| Participant deferral / active EE | $1,236 | $3,985-69.0% | $5,013-75.3% | $4,300-71.3% |
| Admin fee / account holder | $10 | $8,449-99.9% | $10,961-99.9% | $6,925-99.9% |