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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 | $1,756 | $49,239-96.4% | $70,462-97.5% | $79,858-97.8% |
| Participation rate | 61.1% | 69.2%-8.1pp | 75.1%-14.0pp | 69.6%-8.5pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $415 | $2,100-80.2% | $2,737-84.8% | $2,471-83.2% |
| Participant deferral / active EE | $619 | $2,769-77.7% | $3,710-83.3% | $3,740-83.5% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |