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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 | $3,308 | $111,301-97.0% | $112,977-97.1% | $158,966-97.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.6%-32.6pp | 82.0%-32.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,254 | $4,471-49.6% | $4,255-47.0% | $4,762-52.7% |
| Participant deferral / active EE | $832 | $5,880-85.9% | $5,836-85.7% | $5,983-86.1% |
| Admin fee / account holder | $25 | $8,392-99.7% | $6,294-99.6% | $11,250-99.8% |