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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 | $2,404 | $92,219-97.4% | $76,767-96.9% | $135,380-98.2% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $579 | $3,216-82.0% | $2,485-76.7% | $4,779-87.9% |
| Participant deferral / active EE | $1,043 | $4,508-76.9% | $3,852-72.9% | $5,609-81.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |