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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 | $1,180 | $81,840-98.6% | $63,412-98.1% | $125,389-99.1% |
| Participation rate | 33.3% | 73.0%-39.7pp | 67.1%-33.8pp | 83.2%-49.9pp |
| Annual return | 0.00% | -0.10%+0.1pp | 4.04%-4.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $204 | $2,377-91.4% | $1,814-88.8% | $4,866-95.8% |
| Participant deferral / active EE | $267 | $3,064-91.3% | $2,496-89.3% | $5,352-95.0% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |