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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 | $7,477 | $105,856-92.9% | $90,161-91.7% | $147,586-94.9% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $701 | $4,126-83.0% | $3,318-78.9% | $4,876-85.6% |
| Participant deferral / active EE | $871 | $5,733-84.8% | $5,287-83.5% | $5,439-84.0% |
| Admin fee / account holder | $147 | $8,046-98.2% | $5,943-97.5% | $10,886-98.6% |