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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 | $10,130 | $93,598-89.2% | $135,974-92.6% | $75,173-86.5% |
| Participation rate | 50.7% | 75.2%-24.5pp | 81.9%-31.2pp | 67.2%-16.5pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $953 | $3,538-73.1% | $4,859-80.4% | $2,671-64.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6 | $6,978-99.9% | $10,767-99.9% | $5,651-99.9% |