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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 | $2,575 | $69,252-96.3% | $64,099-96.0% | $139,456-98.2% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 0.00% | 45.89%-45.9pp | 33.70%-33.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $538 | $3,184-83.1% | $2,748-80.4% | $4,753-88.7% |
| Participant deferral / active EE | $538 | $4,683-88.5% | $3,881-86.1% | $6,711-92.0% |
| Admin fee / account holder | $280 | $4,248-93.4% | $3,070-90.9% | $11,407-97.5% |