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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 | $2,621 | $97,027-97.3% | $83,323-96.9% | $135,382-98.1% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $820 | $4,143-80.2% | $3,379-75.7% | $4,779-82.8% |
| Participant deferral / active EE | $864 | $5,964-85.5% | $5,565-84.5% | $5,609-84.6% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |