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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 | $2,008 | $39,798-95.0% | $67,704-97.0% | $59,633-96.6% |
| Participation rate | 20.3% | 57.4%-37.0pp | 67.5%-47.2pp | 68.7%-48.3pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $178 | $1,393-87.2% | $2,559-93.1% | $2,203-91.9% |
| Participant deferral / active EE | $232 | $2,335-90.1% | $3,585-93.5% | $3,192-92.7% |
| Admin fee / account holder | $14 | $3,212-99.6% | $4,255-99.7% | $4,297-99.7% |