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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 | $2,123 | $45,152-95.3% | $73,843-97.1% | $59,632-96.4% |
| Participation rate | 51.6% | 64.0%-12.4pp | 73.4%-21.8pp | 68.7%-17.1pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.91%-2267.9pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $318 | $1,902-83.3% | $2,787-88.6% | $2,203-85.6% |
| Participant deferral / active EE | $579 | $2,574-77.5% | $3,583-83.8% | $3,192-81.9% |
| Admin fee / account holder | $8 | $3,516-99.8% | $4,880-99.8% | $4,297-99.8% |