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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 | $5,409 | $110,278-95.1% | $95,740-94.4% | $139,466-96.1% |
| Participation rate | 25.0% | 75.7%-50.7pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.41%-28.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $619 | $3,260-81.0% | $2,836-78.2% | $4,754-87.0% |
| Participant deferral / active EE | $619 | $4,674-86.8% | $4,244-85.4% | $6,712-90.8% |
| Admin fee / account holder | $4 | $6,613-99.9% | $5,676-99.9% | $11,409-100.0% |