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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 | $4,076 | $127,779-96.8% | $106,551-96.2% | $167,518-97.6% |
| Participation rate | 52.6% | 78.3%-25.6pp | 76.1%-23.5pp | 82.1%-29.5pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $713 | $3,427-79.2% | $2,819-74.7% | $4,838-85.3% |
| Participant deferral / active EE | $1,396 | $5,088-72.6% | $4,398-68.3% | $6,342-78.0% |
| Admin fee / account holder | $29 | $11,228-99.7% | $7,408-99.6% | $12,312-99.8% |