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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 | $1,403 | $34,316-95.9% | $74,719-98.1% | $72,983-98.1% |
| Participation rate | 34.5% | 42.4%-7.9pp | 54.5%-19.9pp | 69.5%-34.9pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.05%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $176 | $692-74.5% | $1,084-83.7% | $2,440-92.8% |
| Participant deferral / active EE | $233 | $1,272-81.7% | $1,963-88.1% | $3,608-93.5% |
| Admin fee / account holder | $74 | $2,125-96.5% | $3,334-97.8% | $5,124-98.6% |