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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 | $3,864 | $77,638-95.0% | $156,551-97.5% | $62,881-93.9% |
| Participation rate | 26.9% | 71.2%-44.3pp | 84.0%-57.1pp | 69.3%-42.4pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $525 | $3,444-84.8% | $5,501-90.5% | $2,281-77.0% |
| Participant deferral / active EE | $649 | $3,046-78.7% | $4,871-86.7% | $3,203-79.7% |
| Admin fee / account holder | $7 | $5,561-99.9% | $13,028-100.0% | $4,296-99.8% |