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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 | $727 | $48,300-98.5% | $40,145,923-100.0% | $62,881-98.8% |
| Participation rate | 60.0% | 62.0%-2.0pp | 68.4%-8.4pp | 69.3%-9.3pp |
| Annual return | 0.00% | 6.95%-7.0pp | 5.24%-5.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $292 | $1,333-78.1% | $1,844-84.1% | $2,281-87.2% |
| Participant deferral / active EE | $398 | $2,388-83.3% | $2,591-84.6% | $3,203-87.6% |
| Admin fee / account holder | $1 | $2,919-100.0% | $2,903-100.0% | $4,296-100.0% |