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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 | $2,827 | $48,053-94.1% | $84,628-96.7% | $72,975-96.1% |
| Participation rate | 41.9% | 57.6%-15.6pp | 68.2%-26.3pp | 69.5%-27.6pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.80%-258.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $454 | $1,602-71.6% | $2,653-82.9% | $2,440-81.4% |
| Participant deferral / active EE | $772 | $2,681-71.2% | $3,900-80.2% | $3,608-78.6% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |