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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 | $2,826 | $85,171-96.7% | $172,752-98.4% | $72,975-96.1% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $425 | $3,324-87.2% | $5,144-91.7% | $2,440-82.6% |
| Participant deferral / active EE | $797 | $3,260-75.5% | $5,198-84.7% | $3,608-77.9% |
| Admin fee / account holder | $12 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |