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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 | $2,748 | $65,361-95.8% | $92,903-97.0% | $72,983-96.2% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $899 | $2,594-65.3% | $3,653-75.4% | $2,440-63.2% |
| Participant deferral / active EE | $1,014 | $3,128-67.6% | $4,238-76.1% | $3,608-71.9% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |