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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 | $2,288 | $49,249-95.4% | $70,476-96.8% | $79,852-97.1% |
| Participation rate | 20.7% | 69.2%-48.5pp | 75.1%-54.4pp | 69.6%-48.9pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $447 | $2,769-83.9% | $3,710-88.0% | $3,740-88.1% |
| Admin fee / account holder | $9 | $2,878-99.7% | $3,847-99.8% | $5,306-99.8% |