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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 | $2,741 | $54,380-95.0% | $68,509-96.0% | $59,633-95.4% |
| Participation rate | 58.1% | 70.2%-12.1pp | 74.7%-16.6pp | 68.7%-10.5pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $413 | $1,539-73.2% | $2,278-81.9% | $2,203-81.3% |
| Participant deferral / active EE | $959 | $2,643-63.7% | $3,382-71.7% | $3,192-70.0% |
| Admin fee / account holder | $12 | $3,885-99.7% | $5,275-99.8% | $4,297-99.7% |