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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 | $2,157 | $57,350-96.2% | $83,850-97.4% | $64,181-96.6% |
| Participation rate | 55.0% | 68.6%-13.6pp | 76.1%-21.1pp | 69.6%-14.6pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.92%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $614 | $2,545-75.9% | $3,631-83.1% | $2,381-74.2% |
| Participant deferral / active EE | $814 | $2,993-72.8% | $4,082-80.1% | $3,470-76.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,887-100.0% |