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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 | $1,200 | $91,167-98.7% | $178,498-99.3% | $79,858-98.5% |
| Participation rate | 52.6% | 69.2%-16.6pp | 81.9%-29.3pp | 69.6%-17.0pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $437 | $3,255-86.6% | $5,011-91.3% | $2,471-82.3% |
| Participant deferral / active EE | $216 | $3,236-93.3% | $5,202-95.9% | $3,740-94.2% |
| Admin fee / account holder | $13 | $6,747-99.8% | $13,985-99.9% | $5,306-99.8% |