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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 | $2,551 | $107,353-97.6% | $92,903-97.3% | $152,885-98.3% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $867 | $4,222-79.5% | $3,653-76.3% | $4,763-81.8% |
| Participant deferral / active EE | $836 | $4,848-82.8% | $4,238-80.3% | $5,851-85.7% |
| Admin fee / account holder | $104 | $7,081-98.5% | $5,795-98.2% | $11,598-99.1% |