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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 | $1,119 | $45,152-97.5% | $73,836-98.5% | $59,633-98.1% |
| Participation rate | 55.8% | 64.0%-8.2pp | 73.4%-17.6pp | 68.7%-12.9pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $212 | $1,901-88.8% | $2,787-92.4% | $2,203-90.4% |
| Participant deferral / active EE | $718 | $2,573-72.1% | $3,583-80.0% | $3,192-77.5% |
| Admin fee / account holder | $181 | $3,515-94.8% | $4,882-96.3% | $4,297-95.8% |