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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 | $2,557 | $88,360-97.1% | $145,433-98.2% | $67,986-96.2% |
| Participation rate | 57.3% | 65.5%-8.2pp | 82.1%-24.8pp | 57.2%+0.1pp |
| Annual return | 0.00% | 63.15%-63.2pp | 66.58%-66.6pp | 31.67%-31.7pp |
| Employer contribution / active EE | $703 | $3,054-77.0% | $4,554-84.6% | $2,019-65.2% |
| Participant deferral / active EE | $867 | $5,932-85.4% | $7,897-89.0% | $3,358-74.2% |
| Admin fee / account holder | $238 | $3,313-92.8% | $13,129-98.2% | $3,203-92.6% |