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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 | $2,408 | $58,493-95.9% | $84,023-97.1% | $72,976-96.7% |
| Participation rate | 47.6% | 61.2%-13.6pp | 69.0%-21.4pp | 69.5%-21.9pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $414 | $1,163-64.4% | $1,984-79.2% | $2,440-83.1% |
| Participant deferral / active EE | $778 | $2,394-67.5% | $3,239-76.0% | $3,608-78.4% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |