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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 | $5,792 | $176,786-96.7% | $146,643-96.1% | $167,536-96.5% |
| Participation rate | 56.5% | 83.6%-27.1pp | 80.1%-23.6pp | 82.1%-25.6pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,594 | $5,161-69.1% | $4,137-61.5% | $4,839-67.1% |
| Participant deferral / active EE | $1,594 | $6,440-75.3% | $5,506-71.1% | $6,342-74.9% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |