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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 | $3,104 | $85,060-96.4% | $70,548-95.6% | $139,456-97.8% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.78%-32.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $914 | $3,911-76.6% | $2,975-69.3% | $4,753-80.8% |
| Participant deferral / active EE | $930 | $5,890-84.2% | $4,567-79.6% | $6,711-86.1% |
| Admin fee / account holder | $1 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |