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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 | $2,705 | $63,346-95.7% | $92,240-97.1% | $70,126-96.1% |
| Participation rate | 56.7% | 68.7%-12.0pp | 76.5%-19.8pp | 69.5%-12.9pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $695 | $2,471-71.9% | $3,680-81.1% | $2,343-70.3% |
| Participant deferral / active EE | $829 | $2,854-70.9% | $3,897-78.7% | $3,332-75.1% |
| Admin fee / account holder | $9 | $3,841-99.8% | $5,194-99.8% | $4,645-99.8% |