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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 | $4,123 | $68,681-94.0% | $86,615-95.2% | $85,847-95.2% |
| Participation rate | 28.1% | 66.4%-38.3pp | 71.6%-43.6pp | 69.3%-41.2pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.51%-63.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $377 | $1,880-80.0% | $2,496-84.9% | $2,565-85.3% |
| Participant deferral / active EE | $739 | $2,919-74.7% | $3,699-80.0% | $3,952-81.3% |
| Admin fee / account holder | $8 | $5,974-99.9% | $5,830-99.9% | $6,261-99.9% |