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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 | $4,348 | $46,732-90.7% | $156,551-97.2% | $55,167-92.1% |
| Participation rate | 19.7% | 65.8%-46.1pp | 84.0%-64.3pp | 69.0%-49.3pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $331 | $2,105-84.3% | $5,501-94.0% | $1,963-83.1% |
| Participant deferral / active EE | $523 | $2,204-76.3% | $4,871-89.3% | $3,054-82.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |