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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 | $2,728 | $91,198-97.0% | $178,503-98.5% | $79,856-96.6% |
| Participation rate | 46.2% | 69.2%-23.1pp | 81.9%-35.8pp | 69.6%-23.5pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $443 | $3,257-86.4% | $5,011-91.2% | $2,471-82.1% |
| Participant deferral / active EE | $510 | $3,237-84.2% | $5,202-90.2% | $3,741-86.4% |
| Admin fee / account holder | $31 | $6,748-99.5% | $13,987-99.8% | $5,306-99.4% |