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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 | $1,393 | $66,402-97.9% | $109,907-98.7% | $85,847-98.4% |
| Participation rate | 51.1% | 63.9%-12.8pp | 74.2%-23.1pp | 69.3%-18.2pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.46%-29.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $352 | $1,687-79.2% | $2,844-87.6% | $2,565-86.3% |
| Participant deferral / active EE | $402 | $2,842-85.8% | $4,047-90.1% | $3,952-89.8% |
| Admin fee / account holder | $106 | $4,557-97.7% | $6,069-98.3% | $6,261-98.3% |