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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 | $1,675 | $100,792-98.3% | $86,691-98.1% | $134,509-98.8% |
| Participation rate | 63.2% | 78.9%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,201 | $3,491-65.6% | $2,837-57.7% | $4,741-74.7% |
| Participant deferral / active EE | $482 | $5,339-91.0% | $4,656-89.6% | $6,400-92.5% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |