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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 | $2,318 | $78,694-97.1% | $67,652-96.6% | $125,389-98.2% |
| Participation rate | 38.1% | 78.8%-40.7pp | 75.7%-37.6pp | 83.2%-45.1pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $485 | $3,044-84.1% | $2,266-78.6% | $4,866-90.0% |
| Participant deferral / active EE | $444 | $4,292-89.7% | $3,560-87.5% | $5,352-91.7% |
| Admin fee / account holder | $25 | $7,403-99.7% | $4,821-99.5% | $9,541-99.7% |