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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 | $9,233 | $45,152-79.6% | $73,835-87.5% | $59,633-84.5% |
| Participation rate | 16.2% | 64.0%-47.8pp | 73.4%-57.2pp | 68.7%-52.5pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.13%-2268.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $823 | $1,901-56.7% | $2,788-70.5% | $2,203-62.6% |
| Participant deferral / active EE | $22 | $2,573-99.2% | $3,583-99.4% | $3,192-99.3% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |