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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 | $2,401 | $104,664-97.7% | $85,693-97.2% | $167,518-98.6% |
| Participation rate | 58.3% | 76.4%-18.0pp | 69.9%-11.5pp | 82.1%-23.8pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $511 | $3,337-84.7% | $2,618-80.5% | $4,838-89.4% |
| Participant deferral / active EE | $861 | $4,824-82.1% | $3,923-78.0% | $6,342-86.4% |
| Admin fee / account holder | $2 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |