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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 | $1,945 | $92,219-97.9% | $76,767-97.5% | $135,380-98.6% |
| Participation rate | 65.0% | 79.8%-14.8pp | 77.0%-12.0pp | 82.6%-17.6pp |
| Annual return | -3.98% | 5.46%-9.4pp | 2.43%-6.4pp | 519.81%-523.8pp |
| Employer contribution / active EE | $591 | $3,216-81.6% | $2,485-76.2% | $4,779-87.6% |
| Participant deferral / active EE | $351 | $4,508-92.2% | $3,852-90.9% | $5,609-93.7% |
| Admin fee / account holder | $2 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |