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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 | $2,772 | $117,444-97.6% | $99,479-97.2% | $152,909-98.2% |
| Participation rate | 60.9% | 77.5%-16.7pp | 73.8%-13.0pp | 82.5%-21.6pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $912 | $3,014-69.7% | $2,540-64.1% | $4,764-80.9% |
| Participant deferral / active EE | $680 | $4,086-83.4% | $3,619-81.2% | $5,851-88.4% |
| Admin fee / account holder | $34 | $7,635-99.6% | $6,253-99.5% | $11,601-99.7% |