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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 | $4,812 | $53,128-90.9% | $86,581-94.4% | $70,124-93.1% |
| Participation rate | 59.5% | 65.3%-5.8pp | 73.5%-14.1pp | 69.5%-10.1pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.06%-965.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $289 | $2,068-86.0% | $2,840-89.8% | $2,342-87.7% |
| Participant deferral / active EE | $607 | $2,695-77.5% | $3,609-83.2% | $3,332-81.8% |
| Admin fee / account holder | $10 | $3,584-99.7% | $4,904-99.8% | $4,645-99.8% |