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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 | $1,140 | $90,486-98.7% | $78,676-98.6% | $273,972-99.6% |
| Participation rate | 35.7% | 76.5%-40.8pp | 73.6%-37.9pp | 83.0%-47.3pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $152 | $3,175-95.2% | $2,850-94.7% | $4,869-96.9% |
| Participant deferral / active EE | $251 | $3,901-93.6% | $3,517-92.9% | $5,287-95.3% |
| Admin fee / account holder | $1 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |