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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 | $2,039 | $106,749-98.1% | $145,433-98.6% | $82,448-97.5% |
| Participation rate | 58.3% | 75.6%-17.3pp | 82.1%-23.8pp | 68.1%-9.7pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $798 | $3,444-76.8% | $4,554-82.5% | $2,551-68.7% |
| Participant deferral / active EE | $1,112 | $6,519-82.9% | $7,897-85.9% | $4,139-73.1% |
| Admin fee / account holder | $16 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |