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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 | $1,267 | $69,248-98.2% | $64,101-98.0% | $139,466-99.1% |
| Participation rate | 55.6% | 75.6%-20.0pp | 72.3%-16.8pp | 80.3%-24.8pp |
| Annual return | 0.00% | 45.95%-46.0pp | 33.72%-33.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $445 | $3,185-86.0% | $2,749-83.8% | $4,754-90.6% |
| Participant deferral / active EE | $463 | $4,682-90.1% | $3,881-88.1% | $6,712-93.1% |
| Admin fee / account holder | $3 | $4,247-99.9% | $3,070-99.9% | $11,409-100.0% |