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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 | $1,430 | $48,078-97.0% | $78,676-98.2% | $62,881-97.7% |
| Participation rate | 61.2% | 65.2%-4.0pp | 73.6%-12.3pp | 69.3%-8.1pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $333 | $2,015-83.5% | $2,850-88.3% | $2,281-85.4% |
| Participant deferral / active EE | $592 | $2,587-77.1% | $3,517-83.2% | $3,203-81.5% |
| Admin fee / account holder | $10 | $3,206-99.7% | $4,510-99.8% | $4,296-99.8% |