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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 | $2,976 | $85,790-96.5% | $67,313-95.6% | $135,379-97.8% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.1%-23.6pp | 82.6%-37.2pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $608 | $3,487-82.6% | $2,566-76.3% | $4,779-87.3% |
| Participant deferral / active EE | $864 | $4,651-81.4% | $3,568-75.8% | $5,609-84.6% |
| Admin fee / account holder | $13 | $6,392-99.8% | $4,507-99.7% | $10,828-99.9% |