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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 | $1,691 | $48,364-96.5% | $71,796-97.6% | $62,881-97.3% |
| Participation rate | 40.4% | 60.6%-20.3pp | 69.1%-28.8pp | 69.3%-29.0pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $296 | $1,042-71.6% | $1,924-84.6% | $2,281-87.0% |
| Participant deferral / active EE | $473 | $2,091-77.4% | $2,794-83.1% | $3,203-85.2% |
| Admin fee / account holder | $19 | $3,771-99.5% | $4,815-99.6% | $4,296-99.6% |