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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 | $2,433 | $30,732-92.1% | $59,496-95.9% | $59,633-95.9% |
| Participation rate | 10.6% | 43.2%-32.6pp | 54.6%-43.9pp | 68.7%-58.0pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $113 | $631-82.1% | $1,153-90.2% | $2,203-94.9% |
| Participant deferral / active EE | $258 | $1,183-78.2% | $1,829-85.9% | $3,192-91.9% |
| Admin fee / account holder | $23 | $2,136-98.9% | $2,232-99.0% | $4,297-99.5% |