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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 | $3,275 | $77,817-95.8% | $123,553-97.3% | $64,173-94.9% |
| Participation rate | 69.4% | 74.7%-5.3pp | 82.3%-12.9pp | 69.6%-0.1pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $903 | $3,014-70.1% | $4,628-80.5% | $2,381-62.1% |
| Participant deferral / active EE | $1,800 | $5,240-65.7% | $6,426-72.0% | $3,470-48.1% |
| Admin fee / account holder | $9 | $5,519-99.8% | $9,284-99.9% | $4,887-99.8% |