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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 | $1,222 | $49,177-97.5% | $79,466-98.5% | $64,173-98.1% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.6%-0.3pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.28%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $317 | $2,076-84.7% | $2,800-88.7% | $2,381-86.7% |
| Participant deferral / active EE | $743 | $2,821-73.7% | $3,704-80.0% | $3,470-78.6% |
| Admin fee / account holder | $29 | $3,839-99.2% | $5,104-99.4% | $4,887-99.4% |