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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 | $1,969 | $110,303-98.2% | $95,759-97.9% | $139,487-98.6% |
| Participation rate | 62.5% | 75.7%-13.2pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.42%-28.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $498 | $3,261-84.7% | $2,836-82.5% | $4,755-89.5% |
| Participant deferral / active EE | $636 | $4,674-86.4% | $4,244-85.0% | $6,713-90.5% |
| Admin fee / account holder | $1 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |