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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 | $2,840 | $85,171-96.7% | $172,752-98.4% | $72,975-96.1% |
| Participation rate | 45.2% | 70.1%-24.8pp | 82.6%-37.4pp | 69.5%-24.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $470 | $3,324-85.8% | $5,144-90.9% | $2,440-80.7% |
| Participant deferral / active EE | $714 | $3,260-78.1% | $5,198-86.3% | $3,608-80.2% |
| Admin fee / account holder | $34 | $5,880-99.4% | $13,955-99.8% | $5,124-99.3% |