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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 | $2,690 | $105,145-97.4% | $94,664-97.2% | $139,466-98.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $744 | $4,107-81.9% | $3,673-79.7% | $4,754-84.4% |
| Participant deferral / active EE | $744 | $7,599-90.2% | $7,417-90.0% | $6,712-88.9% |
| Admin fee / account holder | $1 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |