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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 | $2,647 | $69,248-96.2% | $64,101-95.9% | $139,466-98.1% |
| Participation rate | 69.2% | 75.6%-6.4pp | 72.3%-3.1pp | 80.3%-11.1pp |
| Annual return | 0.00% | 45.95%-46.0pp | 33.72%-33.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $683 | $3,185-78.5% | $2,749-75.1% | $4,754-85.6% |
| Participant deferral / active EE | $776 | $4,682-83.4% | $3,881-80.0% | $6,712-88.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |