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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 | $2,041 | $95,188-97.9% | $76,518-97.3% | $135,380-98.5% |
| Participation rate | 18.8% | 74.4%-55.6pp | 68.0%-49.2pp | 82.6%-63.9pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $167 | $3,303-94.9% | $2,647-93.7% | $4,779-96.5% |
| Participant deferral / active EE | $248 | $4,640-94.7% | $3,836-93.5% | $5,609-95.6% |
| Admin fee / account holder | $2 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |