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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 | $2,814 | $190,879-98.5% | $160,009-98.2% | $134,532-97.9% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $811 | $4,995-83.8% | $4,225-80.8% | $4,741-82.9% |
| Participant deferral / active EE | $1,254 | $6,924-81.9% | $6,183-79.7% | $6,401-80.4% |
| Admin fee / account holder | $59 | $10,495-99.4% | $8,715-99.3% | $11,429-99.5% |