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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 | $2,372 | $96,524-97.5% | $75,900-96.9% | $152,909-98.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $547 | $3,311-83.5% | $2,501-78.1% | $4,764-88.5% |
| Participant deferral / active EE | $650 | $4,554-85.7% | $3,604-82.0% | $5,851-88.9% |
| Admin fee / account holder | $182 | $8,082-97.8% | $5,421-96.7% | $11,601-98.4% |