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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 | $2,093 | $77,817-97.3% | $123,553-98.3% | $64,173-96.7% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $646 | $3,014-78.6% | $4,628-86.0% | $2,381-72.9% |
| Participant deferral / active EE | $1,077 | $5,240-79.5% | $6,426-83.2% | $3,470-69.0% |
| Admin fee / account holder | $16 | $5,519-99.7% | $9,284-99.8% | $4,887-99.7% |