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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 | $1,407 | $93,064-98.5% | $74,577-98.1% | $273,970-99.5% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $289 | $3,160-90.9% | $2,525-88.6% | $4,869-94.1% |
| Participant deferral / active EE | $405 | $4,160-90.3% | $3,458-88.3% | $5,287-92.3% |
| Admin fee / account holder | $1 | $5,273-100.0% | $4,138-100.0% | $10,132-100.0% |