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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 | $2,203 | $39,798-94.5% | $67,704-96.7% | $59,633-96.3% |
| Participation rate | 30.5% | 57.4%-26.8pp | 67.5%-37.0pp | 68.7%-38.2pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $263 | $1,393-81.1% | $2,559-89.7% | $2,203-88.0% |
| Participant deferral / active EE | $412 | $2,335-82.3% | $3,585-88.5% | $3,192-87.1% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |