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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 | $2,298 | $211,946-98.9% | $169,452-98.6% | $135,380-98.3% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -2.35% | 3.26%-5.6pp | 1.83%-4.2pp | 519.81%-522.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $383 | $6,075-93.7% | $5,277-92.7% | $5,609-93.2% |
| Admin fee / account holder | $47 | $11,472-99.6% | $9,110-99.5% | $10,828-99.6% |