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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 | $5,203 | $105,856-95.1% | $90,161-94.2% | $147,586-96.5% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $645 | $4,126-84.4% | $3,318-80.6% | $4,876-86.8% |
| Participant deferral / active EE | $968 | $5,733-83.1% | $5,287-81.7% | $5,439-82.2% |
| Admin fee / account holder | $2 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |