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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 | $806 | $101,618-99.2% | $93,063-99.1% | $137,256-99.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 27.54% | 223.95%-196.4pp | 34.15%-6.6pp | 220.34%-192.8pp |
| Employer contribution / active EE | $279 | $2,707-89.7% | $2,476-88.7% | $4,156-93.3% |
| Participant deferral / active EE | $488 | $4,279-88.6% | $3,958-87.7% | $6,407-92.4% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |