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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 | $3,935 | $87,546-95.5% | $75,784-94.8% | $125,389-96.9% |
| Participation rate | 38.9% | 80.2%-41.3pp | 75.8%-36.9pp | 83.2%-44.3pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $690 | $3,930-82.4% | $3,323-79.2% | $4,866-85.8% |
| Participant deferral / active EE | $863 | $4,230-79.6% | $3,652-76.4% | $5,352-83.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |