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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 | $2,163 | $129,960-98.3% | $104,299-97.9% | $134,545-98.4% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $728 | $4,186-82.6% | $3,373-78.4% | $4,742-84.6% |
| Participant deferral / active EE | $1,047 | $5,589-81.3% | $4,626-77.4% | $6,401-83.6% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |