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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 | $1,890 | $39,036-95.2% | $80,784-97.7% | $85,851-97.8% |
| Participation rate | 18.8% | 41.6%-22.8pp | 54.2%-35.4pp | 69.3%-50.6pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.31%-87.3pp | 318.63%-318.6pp |
| Employer contribution / active EE | $187 | $722-74.1% | $1,160-83.9% | $2,565-92.7% |
| Participant deferral / active EE | $187 | $1,326-85.9% | $2,145-91.3% | $3,952-95.3% |
| Admin fee / account holder | $12 | $2,429-99.5% | $3,380-99.7% | $6,261-99.8% |