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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 | $1,670 | $92,766-98.2% | $82,763-98.0% | $134,545-98.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $321 | $3,273-90.2% | $3,008-89.3% | $4,742-93.2% |
| Participant deferral / active EE | $796 | $4,802-83.4% | $4,395-81.9% | $6,401-87.6% |
| Admin fee / account holder | $3 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |