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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 | $5,734 | $45,152-87.3% | $73,835-92.2% | $59,633-90.4% |
| Participation rate | 42.5% | 64.0%-21.5pp | 73.4%-30.9pp | 68.7%-26.2pp |
| Annual return | -1.14% | 27.40%-28.5pp | 2268.13%-2269.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $306 | $1,901-83.9% | $2,788-89.0% | $2,203-86.1% |
| Participant deferral / active EE | $642 | $2,573-75.0% | $3,583-82.1% | $3,192-79.9% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |