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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 | $1,442 | $68,681-97.9% | $86,625-98.3% | $85,851-98.3% |
| Participation rate | 52.7% | 66.4%-13.6pp | 71.6%-18.9pp | 69.3%-16.6pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $379 | $1,880-79.8% | $2,496-84.8% | $2,565-85.2% |
| Participant deferral / active EE | $379 | $2,919-87.0% | $3,700-89.8% | $3,952-90.4% |
| Admin fee / account holder | $0 | $5,974-100.0% | $5,830-100.0% | $6,261-100.0% |