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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 | $2,216 | $45,566-95.1% | $64,105-96.5% | $59,633-96.3% |
| Participation rate | 67.9% | 60.2%+7.7pp | 68.2%-0.3pp | 68.7%-0.8pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $619 | $934-33.8% | $1,820-66.0% | $2,203-71.9% |
| Participant deferral / active EE | $892 | $2,057-56.6% | $2,822-68.4% | $3,192-72.1% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |