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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 | $2,731 | $56,197-95.1% | $67,652-96.0% | $59,633-95.4% |
| Participation rate | 64.7% | 71.5%-6.8pp | 75.7%-11.0pp | 68.7%-4.0pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $827 | $1,615-48.8% | $2,266-63.5% | $2,203-62.5% |
| Participant deferral / active EE | $1,184 | $2,844-58.3% | $3,560-66.7% | $3,192-62.9% |
| Admin fee / account holder | $81 | $3,958-98.0% | $4,821-98.3% | $4,297-98.1% |