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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 | $2,156 | $95,917-97.8% | $79,583-97.3% | $134,545-98.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $589 | $3,129-81.2% | $2,414-75.6% | $4,742-87.6% |
| Participant deferral / active EE | $848 | $4,694-81.9% | $3,986-78.7% | $6,401-86.8% |
| Admin fee / account holder | $1 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |