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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 | $3,248 | $118,875-97.3% | $96,572-96.6% | $167,553-98.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $600 | $3,121-80.8% | $2,357-74.5% | $4,840-87.6% |
| Participant deferral / active EE | $936 | $4,617-79.7% | $3,850-75.7% | $6,343-85.2% |
| Admin fee / account holder | $7 | $8,070-99.9% | $6,183-99.9% | $12,316-99.9% |