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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 | $2,245 | $45,043-95.0% | $63,005-96.4% | $70,124-96.8% |
| Participation rate | 42.2% | 69.5%-27.3pp | 74.8%-32.6pp | 69.5%-27.4pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.59%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $424 | $2,052-79.3% | $2,760-84.6% | $2,342-81.9% |
| Participant deferral / active EE | $642 | $2,466-74.0% | $3,329-80.7% | $3,332-80.7% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |