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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 | $1,690 | $58,828-97.1% | $78,002-97.8% | $62,881-97.3% |
| Participation rate | 56.5% | 71.1%-14.5pp | 75.5%-19.0pp | 69.3%-12.8pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $369 | $1,672-77.9% | $2,470-85.1% | $2,281-83.8% |
| Participant deferral / active EE | $601 | $2,686-77.6% | $3,497-82.8% | $3,203-81.2% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |