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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 | $3,995 | $118,496-96.6% | $98,461-95.9% | $139,466-97.1% |
| Participation rate | 42.9% | 77.5%-34.6pp | 75.2%-32.3pp | 80.3%-37.5pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $826 | $3,611-77.1% | $3,049-72.9% | $4,754-82.6% |
| Participant deferral / active EE | $826 | $5,393-84.7% | $4,738-82.6% | $6,712-87.7% |
| Admin fee / account holder | $10 | $14,056-99.9% | $8,961-99.9% | $11,409-99.9% |