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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 | $2,072 | $92,766-97.8% | $82,763-97.5% | $134,545-98.5% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $700 | $3,273-78.6% | $3,008-76.7% | $4,742-85.2% |
| Participant deferral / active EE | $797 | $4,802-83.4% | $4,395-81.9% | $6,401-87.6% |
| Admin fee / account holder | $155 | $5,978-97.4% | $5,325-97.1% | $11,431-98.6% |