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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 | $1,740 | $127,298-98.6% | $109,916-98.4% | $167,553-99.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.2%-36.7pp | 82.1%-44.6pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $278 | $3,325-91.6% | $2,844-90.2% | $4,840-94.3% |
| Participant deferral / active EE | $360 | $4,513-92.0% | $4,047-91.1% | $6,343-94.3% |
| Admin fee / account holder | $2 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |