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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 | $1,075 | $54,390-98.0% | $117,039-99.1% | $69,631-98.5% |
| Participation rate | 28.5% | 58.5%-30.0pp | 77.2%-48.7pp | 70.7%-42.2pp |
| Annual return | 0.00% | 18.33%-18.3pp | 18.95%-18.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $3,785-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $383 | $2,076-81.5% | $3,929-90.2% | $3,224-88.1% |
| Admin fee / account holder | $23 | $98-76.5% | $5,974-99.6% | $110-79.2% |