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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 | $1,618 | $99,053-98.4% | $88,179-98.2% | $138,895-98.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 0.00% | 78.17%-78.2pp | 64.97%-65.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $473 | $2,882-83.6% | $2,549-81.5% | $4,194-88.7% |
| Participant deferral / active EE | $606 | $5,225-88.4% | $4,614-86.9% | $6,396-90.5% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |