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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 | $2,253 | $65,361-96.6% | $92,903-97.6% | $72,983-96.9% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.0%-16.6pp | 69.5%-10.1pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $604 | $2,594-76.7% | $3,653-83.5% | $2,440-75.2% |
| Participant deferral / active EE | $970 | $3,128-69.0% | $4,238-77.1% | $3,608-73.1% |
| Admin fee / account holder | $24 | $4,251-99.4% | $5,795-99.6% | $5,124-99.5% |