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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 | $1,655 | $55,453-97.0% | $170,435-99.0% | $62,293-97.3% |
| Participation rate | 39.5% | 66.4%-26.9pp | 83.6%-44.1pp | 69.5%-30.0pp |
| Annual return | 16.43% | 21.38%-5.0pp | 205.94%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $335 | $2,164-84.5% | $5,432-93.8% | $2,042-83.6% |
| Participant deferral / active EE | $4 | $2,303-99.8% | $4,939-99.9% | $3,169-99.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |