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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 | $1,963 | $69,518-97.2% | $59,887-96.7% | $135,379-98.6% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.7%-33.0pp | 82.6%-41.0pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $620 | $3,235-80.8% | $2,722-77.2% | $4,779-87.0% |
| Participant deferral / active EE | $198 | $4,204-95.3% | $3,402-94.2% | $5,609-96.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |