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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 | $3,444 | $133,998-97.4% | $112,263-96.9% | $134,545-97.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $852 | $4,040-78.9% | $3,636-76.6% | $4,742-82.0% |
| Participant deferral / active EE | $1,135 | $5,292-78.5% | $4,729-76.0% | $6,401-82.3% |
| Admin fee / account holder | $5 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |