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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 | $4,401 | $105,929-95.8% | $81,926-94.6% | $158,950-97.2% |
| Participation rate | 45.8% | 75.6%-29.8pp | 72.0%-26.2pp | 82.0%-36.1pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $256 | $7,802-96.7% | $4,310-94.1% | $4,762-94.6% |
| Participant deferral / active EE | $610 | $13,007-95.3% | $7,108-91.4% | $5,983-89.8% |
| Admin fee / account holder | $36 | $8,492-99.6% | $5,159-99.3% | $11,248-99.7% |