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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 | $2,711 | $105,856-97.4% | $90,161-97.0% | $147,586-98.2% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $647 | $4,126-84.3% | $3,318-80.5% | $4,876-86.7% |
| Participant deferral / active EE | $862 | $5,733-85.0% | $5,287-83.7% | $5,439-84.1% |
| Admin fee / account holder | $50 | $8,046-99.4% | $5,943-99.2% | $10,886-99.5% |