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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 | $3,848 | $45,566-91.6% | $64,105-94.0% | $59,633-93.5% |
| Participation rate | 16.3% | 60.2%-43.8pp | 68.2%-51.8pp | 68.7%-52.3pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $260 | $934-72.2% | $1,820-85.7% | $2,203-88.2% |
| Participant deferral / active EE | $659 | $2,057-68.0% | $2,822-76.7% | $3,192-79.4% |
| Admin fee / account holder | $285 | $3,268-91.3% | $4,499-93.7% | $4,297-93.4% |