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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 | $1,015 | $54,541-98.1% | $78,778-98.7% | $70,124-98.6% |
| Participation rate | 40.8% | 60.8%-20.0pp | 69.2%-28.4pp | 69.5%-28.7pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $206 | $1,089-81.1% | $1,986-89.6% | $2,342-91.2% |
| Participant deferral / active EE | $260 | $2,210-88.3% | $2,958-91.2% | $3,332-92.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |