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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 | $1,751 | $107,806-98.4% | $90,655-98.1% | $135,382-98.7% |
| Participation rate | 57.9% | 78.0%-20.2pp | 74.0%-16.1pp | 82.6%-24.7pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $411 | $3,018-86.4% | $2,532-83.8% | $4,779-91.4% |
| Participant deferral / active EE | $352 | $3,872-90.9% | $3,425-89.7% | $5,609-93.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |